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Lauren Marie Dale

Strategic Advisers LLC

Blue Bell, PA

Warrington, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-07
PA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-01-07
  • PA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Blue Bell, PA • United States

1520 Main St Ste 201, Warrington, PA 18976-3406 • 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 Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
Strategic Advisers New York NY 07/2002 Present
Fidelity Investments New York NY 06/2000 Present
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
  • 07/2002 → Present
    Strategic Advisers
    New York, NY
  • 06/2000 → Present
    Fidelity Investments
    New York, NY
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Blue Bell, PA
    Warrington, PA
  • 2002-07-15 → 2018-07-13
    Strategic Advisers Llc
    King Of Prussia, PA
    Philadelphia, PA
    Warrington, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-07-01
S63 Uniform Securities Agent State Law Examination 1996-12-10
  • S66 Uniform Combined State Law Examination
    2002-07-01
  • S63 Uniform Securities Agent State Law Examination
    1996-12-10
Other Names
  • Lauren Marie Castellano

View on SEC IAPD

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