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Lyssa Lynn Berlinguette

Strategic Advisers LLC

Marietta, GA

Gainsville, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Marietta, GA • United States

720 Sw 2Nd Avenue Suite 202D, Gainsville, FL 32601 • 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 Brokerage Services, Inc. Merrimack NH 10/1997 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/1997 → Present
    Fidelity Brokerage Services, Inc.
    Merrimack, NH
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Palm Beach Gardens, FL
    Marietta, GA
  • 2004-02-25 → 2018-07-13
    Strategic Advisers Llc
    Merrimack, NH
    Merrimack, NH
    Atlanta, GA
    Atlanta, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-02-17
S63 Uniform Securities Agent State Law Examination 1998-02-12
  • S66 Uniform Combined State Law Examination
    2004-02-17
  • S63 Uniform Securities Agent State Law Examination
    1998-02-12
Other Names
  • Lyssa Lynn Cooper

View on SEC IAPD

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