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Frank V. Sayers

Strategic Advisers LLC

Wheaton, IL

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Wheaton, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ceter Financial Group Schaumburg IL 02/2014 10/2017
Cetera Investment Advisers Llc Schaumburg IL 02/2014 10/2017
Wells Fargo Bank, Na Huntley IL 12/2017 07/2021
Wells Fargo Clearing Services, Llc Huntley IL 01/2018 07/2021
Fidelity Investments Westlake TX 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2014 → 10/2017
    Ceter Financial Group
    Schaumburg, IL
  • 02/2014 → 10/2017
    Cetera Investment Advisers Llc
    Schaumburg, IL
  • 12/2017 → 07/2021
    Wells Fargo Bank, Na
    Huntley, IL
  • 01/2018 → 07/2021
    Wells Fargo Clearing Services, Llc
    Huntley, IL
  • 07/2021 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2018-02-06 → 2021-06-01
    Wells Fargo Clearing Services, Llc
    Chicago, IL
    Westchester, IL
  • 2014-03-20 → 2017-10-27
    Cetera Investment Advisers Llc
    Schaumburg, IL
    Schaumburg, IL
  • 2010-11-04 → 2012-06-06
    Sayers Wealth Management Group, Inc.
    Wheaton, IL
  • 2002-01-02 → 2003-12-12
    Glen Ellyn Capital Management,Inc.
    Glen Ellyn, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-04-12
S65 Uniform Investment Adviser Law Examination 2001-04-02
  • S63 Uniform Securities Agent State Law Examination
    2018-04-12
  • S65 Uniform Investment Adviser Law Examination
    2001-04-02
Other Names
  • Frank V Sayers
  • Frank Sayers
  • Frank Van Sayers

View on SEC IAPD

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