Sean L. Campbell

Strategic Advisers LLC

St. Petersburg, FL

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

FL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

St. Petersburg, FL • 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

Organization	City	State	From	To
Scottrade, Inc	Brandon	FL	02/2004	03/2018
Planmember Securities Corporation	Carpinteria	CA	05/2018	04/2021
Asset Money Management, Inc.	Brandon	FL	05/2018	04/2021
Fidelity Investments	St Peteresburg	FL	05/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

02/2004 → 03/2018

Scottrade, Inc

Brandon, FL
05/2018 → 04/2021

Planmember Securities Corporation

Carpinteria, CA
05/2018 → 04/2021

Asset Money Management, Inc.

Brandon, FL
05/2021 → Present

Fidelity Investments

St Peteresburg, FL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-07-16 → 2025-03-31

Fidelity Personal And Workplace Advisors

St. Petersburg, FL
2018-05-29 → 2021-04-26

Planmember Securities Corporation

Brandon, FL

Oviedo, FL
2017-06-09 → 2018-03-07

Scottrade Investment Management

Brandon, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-06-03
S63	Uniform Securities Agent State Law Examination	1996-10-30

S66 Uniform Combined State Law Examination

2017-06-03
S63 Uniform Securities Agent State Law Examination

1996-10-30

Other Names

Sean Campbell
Sean Leandus Campbell

View on SEC IAPD

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