Breese R. Pritchard

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2026-08-31
TX	RA	APPROVED_RES	2026-01-13
AZ	RA	APPROVED	2025-03-31

WA RA
APPROVED

Since 2026-08-31
TX RA
APPROVED_RES

Since 2026-01-13
AZ RA
APPROVED

Since 2025-03-31

Branch Locations

Phoenix, AZ • United States

7171 E Paradise Lane, Scottsdale, AZ 85254-1873 • United States

18825 33Rd Ave W Ste 200, Lynnwood, WA 98036-4747 • 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

Organization	City	State	From	To
Fidelity Investments	San Diego	CA	11/2003	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

11/2003 → Present

Fidelity Investments

San Diego, CA
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Phoenix, AZ

Scottsdale, AZ
2004-03-17 → 2018-07-13

Strategic Advisers Llc

Scottsdale, AZ

San Diego, CA
2003-07-29 → 2003-10-09

Provident Capital Corp

La Jolla, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2001-11-16
S63	Uniform Securities Agent State Law Examination	2000-12-05

S65 Uniform Investment Adviser Law Examination

2001-11-16
S63 Uniform Securities Agent State Law Examination

2000-12-05

Other Names

None None None
Breese Renee Daigle
Breese Renee Daigle
Breese Renee Daigle
Breese Renee Pritchard

View on SEC IAPD

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