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Trevor W Valentine

Strategic Advisers LLC

Mayfield Heights, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Mayfield Heights, OH • 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 Westlake OH 08/2010 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2010 → Present
    Fidelity Investments
    Westlake, 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
    Mayfield Heights, OH
  • 2010-09-16 → 2018-07-13
    Strategic Advisers Llc
    Westlake, OH
    Mayfield Heights, OH
    Covington, KY
  • 2006-02-22 → 2010-08-06
    Chase Investment Services Corp.
    Eastlake, OH
    Lyndhurst, OH
    Willoughby Hills, OH
  • 2005-10-06 → 2006-02-28
    Fifth Third Securities, Inc.
    Westlake, OH
    Westlake, OH
  • 2002-05-29 → 2003-11-14
    Morgan Stanley Dw Inc.
    Cleveland, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-03-25
  • S66 Uniform Combined State Law Examination
    2002-03-25
Other Names
  • Trevor Valentine
  • Trevor William Valentine

View on SEC IAPD

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