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Amy Walls

Strategic Advisers LLC

Westwood, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Westwood, MA • 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 Boston MA 01/2012 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2012 → Present
    Fidelity Investments
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
Other Businesses

OBA-112455|OrgNmn:23 Winthrop Condo Association |Org Addr:Provinceto,Massachuse,US|OBA Nature:secretary of condo assocition|Invst Rel:N|Title:sectretary|Duties:just taking notes|StrtDt:01-02-24|TotHrs/mon:0.25|TrdHrs/mon:0.1|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-21
S63 Uniform Securities Agent State Law Examination 2004-11-09
  • S66 Uniform Combined State Law Examination
    2022-02-21
  • S63 Uniform Securities Agent State Law Examination
    2004-11-09
Designations
Other Names
  • Amy Beth Higgins
  • Amy Beth Walls
  • Amy Beth Walls
  • Amy Walls

View on SEC IAPD

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