Best Investors Account Sign in
Inactive

Susan Monica Spangenberg

Strategic Advisers LLC

Villanova, PA

Media, PA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532 • United States

Media, PA • 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 Llc Philadelphia PA 01/2005 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2005 → Present
    Fidelity Brokerage Services Llc
    Philadelphia, PA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    King Of Prussia, PA
    Villanova, PA
    Media, PA
  • 2018-07-13 → 2022-08-22
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2010-11-02 → 2018-07-13
    Strategic Advisers Llc
    Philadelphia, PA
    King Of Prussia, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-11-01
S63 Uniform Securities Agent State Law Examination 2002-04-22
  • S65 Uniform Investment Adviser Law Examination
    2010-11-01
  • S63 Uniform Securities Agent State Law Examination
    2002-04-22
Other Names
  • Susan M. Strittmatter
  • Susan Monica Strittmatter

View on SEC IAPD

Other Firms

PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C.
MP NEXT CAPITAL
SENTINEL ASSET MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
TRUIST ADVISORY SERVICES, INC.
LPL FINANCIAL LLC
GREEN DRAKE ADVISORS LLC
PATRIOT FINANCIAL MANAGER, L.P.

Other Investors

FREDERICK P BRODIE
VINESSA RUSSONIELLO
JASON C. SAKS
EDWARD J CHRISTIANO
PRANAV S PATEL
MATTHEW D GIBSON
ERIK R SNYDER
JENNA MARIE MAIDA

Other Offices

PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C. · VILLANOVA, PA
MP NEXT CAPITAL · VILLANOVA, PA
SENTINEL ASSET MANAGEMENT, LLC · VILLANOVA, PA
J.P. MORGAN SECURITIES LLC · Villanova, PA
TRUIST ADVISORY SERVICES, INC. · WAYNE, PA
LPL FINANCIAL LLC · BRYN MAWR, PA
GREEN DRAKE ADVISORS LLC · BRYN MAWR, PA
PATRIOT FINANCIAL MANAGER, L.P. · RADNOR, PA

More in Villanova, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor