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Laurie Ann Ovesen

Strategic Advisers LLC

Seattle, WA

Sequim, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1518 6Th Ave, Seattle, WA 98101-1706 • United States

Sequim, WA • 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
Cetera Investment Services Llc St. Cloud MN 09/2015 02/2017
Cetera Investment Advisers Llc Lynnwood WA 09/2015 02/2017
Heritage Bank Lynnwood WA 09/2015 02/2017
Morgan Stanley Seattle WA 02/2017 10/2018
Morgan Stanley Private Bank, National Association New York NY 02/2017 10/2018
Fidelity Brokerage Services Llc Seattle WA 10/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2015 → 02/2017
    Cetera Investment Services Llc
    St. Cloud, MN
  • 09/2015 → 02/2017
    Cetera Investment Advisers Llc
    Lynnwood, WA
  • 09/2015 → 02/2017
    Heritage Bank
    Lynnwood, WA
  • 02/2017 → 10/2018
    Morgan Stanley
    Seattle, WA
  • 02/2017 → 10/2018
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 10/2018 → Present
    Fidelity Brokerage Services Llc
    Seattle, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-11-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Seattle, WA
  • 2017-02-16 → 2018-10-22
    Morgan Stanley
    Seattle, WA
  • 2015-12-08 → 2017-02-09
    Cetera Investment Advisers Llc
    Lynnwood, WA
  • 2003-02-13 → 2003-02-20
    Morgan Stanley Dw Inc.
    Sacramento, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-12-08
S63 Uniform Securities Agent State Law Examination 2002-07-08
  • S65 Uniform Investment Adviser Law Examination
    2015-12-08
  • S63 Uniform Securities Agent State Law Examination
    2002-07-08
Other Names
  • Laurie Ann Ovesen
  • Laurie Ovesen

View on SEC IAPD

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Other Investors

JOHN DAVID ALBERG
JEFFREY ALAN MULLEN
CHRIS DARRYL FEATHERSTONE
WILLIAM LEE REECE
ANDREW JAMES BARFOOT
JONATHAN JACOB WITTLIN
MATTHEW ALLAN TIGERT
JENNA M BRAZILE

Other Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA
ETERNAL DIGITAL FUND LTD. · SEATTLE, WA
FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA
CEDAR RIVER CAPITAL, LLC · SEATTLE, WA
ROBERT A. UNDERHILL P.C. · SEATTLE, WA
SITKA PACIFIC CAPITAL MANAGEMENT, LLC · SEATTLE, WA

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