Douglas Michael Beard

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-03-18
CA	RA	APPROVED	2025-03-31

TX RA
APPROVED_RES

Since 2026-03-18
CA RA
APPROVED

Since 2025-03-31

Branch Locations

2600 E Bidwell St Ste 200, Folsom, CA 95630-6449 • United States

Rocklin, CA • 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
Wm Funds Distributor	Sacramento	CA	12/2002	11/2023
Fidelity Investments	Roseville	CA	07/2024	Present
Principal Funds Distributor	Sacramento	CA	12/2002	11/2023
Unemployed	Rocklin	CA	11/2023	07/2024
Fidelity Investments	Boston	MA	03/2025	Present

12/2002 → 11/2023

Wm Funds Distributor

Sacramento, CA
07/2024 → Present

Fidelity Investments

Roseville, CA
12/2002 → 11/2023

Principal Funds Distributor

Sacramento, CA
11/2023 → 07/2024

Unemployed

Rocklin, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-09-11 → 2025-03-31

Fidelity Personal And Workplace Advisors

Roseville, CA
2022-03-14 → 2023-11-01

Principal Asset Management

Folsom, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-02-08
S63	Uniform Securities Agent State Law Examination	1997-03-11

S66 Uniform Combined State Law Examination

2022-02-08
S63 Uniform Securities Agent State Law Examination

1997-03-11

Other Names

Douglas Michael Beard
Douglas Beard
Douglas M Beard

View on SEC IAPD

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