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Tracie L Dubois

Strategic Advisers LLC

Glen Ellyn, IL

Orland Park, 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

Glen Ellyn, IL • United States

15105 S. Lagrange Road, Orland Park, IL 60462-3708 • 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
Fidelity Brokerage Services, Inc. Cincinnati OH 07/1999 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/1999 → Present
    Fidelity Brokerage Services, Inc.
    Cincinnati, OH
  • 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
    Glen Ellyn, IL
    Orland Park, IL
  • 2003-12-10 → 2018-07-13
    Strategic Advisers Llc
    Brookfield, WI
    Oakbrook, IL
    Chicago, IL
    Naperville, IL
    Chicago, IL
    Orland Park, IL
Other Businesses

OBA-101696|OrgNmn:Glenbard West Boosters |Org Addr:Glen Ellyn,Illinois,US|OBA Nature:High School Athletic Parent C|Invst Rel:N|Title:Board Member|Duties:Help with fund raising, work athletic and fund raising events on weekends |StrtDt:08-17-23|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-07-30
S63 Uniform Securities Agent State Law Examination 1999-09-30
  • S66 Uniform Combined State Law Examination
    2003-07-30
  • S63 Uniform Securities Agent State Law Examination
    1999-09-30
Other Names
  • Tracie Lynn Dubois

View on SEC IAPD

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