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Susan Elizabeth Rohe

Strategic Advisers LLC

Austin, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Austin, TX • 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
Blackrock Investments, Inc. Plainsboro NJ 05/2008 03/2017
Fidelity Brokerage Services Llc Tampa FL 12/2019 Present
Blackrock Investments, Inc. London 04/2017 11/2019
Fidelity Investments Boston MA 03/2025 Present
  • 05/2008 → 03/2017
    Blackrock Investments, Inc.
    Plainsboro, NJ
  • 12/2019 → Present
    Fidelity Brokerage Services Llc
    Tampa, FL
  • 04/2017 → 11/2019
    Blackrock Investments, Inc.
    London
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-04-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tampa, FL
  • 2008-05-15 → 2017-04-07
    Princeton, NJ
  • 2005-10-27 → 2008-02-28
    Chase Investment Services Corp.
    Sarasota, FL
    Aurora, CO
    Sarasota, FL
    Centennial, CO
  • 2005-04-22 → 2005-07-08
    Chase Investment Services Corp.
    Islip, NY
  • 2004-10-20 → 2005-03-22
    Banc Of America Investment Services, Inc.
    Garden City, NY
  • 2004-03-30 → 2004-10-20
    Quick & Reilly, Inc.
    Garden City, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-09
S65 Uniform Investment Adviser Law Examination 2002-09-10
S63 Uniform Securities Agent State Law Examination 2002-04-29
  • S66 Uniform Combined State Law Examination
    2020-03-09
  • S65 Uniform Investment Adviser Law Examination
    2002-09-10
  • S63 Uniform Securities Agent State Law Examination
    2002-04-29
Other Names
  • Susan E Rohe
  • Susan E Rohe
  • Susan Elizabeth Rohe

View on SEC IAPD

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