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Sean Powers

Strategic Advisers LLC

West Caldwell, NJ

Morristown, NJ

Bridgewater, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

West Caldwell, NJ • United States

35 Morris Street, Morristown, NJ 07960-3919 • United States

762 Route 202 South, Bridgewater, NJ 08807 • 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 Investments Paramus NJ 04/2008 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2008 → Present
    Fidelity Investments
    Paramus, NJ
  • 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
    West Caldwell, NJ
    Morristown, NJ
  • 2008-05-09 → 2018-07-13
    Strategic Advisers Llc
    Wayne, NJ
    Paramus, NJ
    Morristown, NJ
  • 2007-03-28 → 2008-04-03
    Wells Fargo Clearing Services, Llc
    Short Hills, NJ
    Short Hills, NJ
    Whitehouse Station, NJ
  • 2004-06-25 → 2007-03-28
    Pnc Wealth Management Llc
    Caldwell, NJ
    Cedar Grove, NJ
    Upper Montclair, NJ
    Kinnelon, NJ
    Newark, NJ
    Mountian Lakes, NJ
    East Orange, NJ
    Mt. Arlington, NJ
    Bloomfield, NJ
  • 2004-02-12 → 2004-06-17
    Wamu Investments, Inc.
    New York, NY
  • 2004-01-01 → 2004-02-05
    Pnc Wealth Management Llc
    West Orange, NJ
  • 2003-06-04 → 2004-01-01
    J.J.B. Hilliard, W.L. Lyons, Llc
    South Orange, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-09-26
S63 Uniform Securities Agent State Law Examination 2002-01-04
  • S65 Uniform Investment Adviser Law Examination
    2002-09-26
  • S63 Uniform Securities Agent State Law Examination
    2002-01-04
Designations
Other Names
  • Sean Christopher Powers

View on SEC IAPD

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