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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709 • United States

Jupiter, 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
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Marlborough MA 01/2008 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2008 → Present
    Fidelity Brokerage Services Llc
    Marlborough, MA
  • 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
    Jupiter, FL
  • 2010-07-21 → 2018-07-13
    Wellington, FL
    Sacramento, CA
    Wellington, FL
    Sacramento, CA
    Palm Beach, FL
    Palm Beach Gardens, FL
  • 2006-04-04 → 2006-06-20
    Banc Of America Investment Services, Inc.
    Atlanta, GA
  • 2005-08-10 → 2006-03-02
    Ironstone Securities, Inc.
    Raleigh, NC
  • 2002-11-22 → 2005-06-29
    Banc Of America Investment Services, Inc.
    Alpharetta, GA
Other Businesses

OBA-62043|OrgNmn:Manta Ray West dba Hand and Stone Massage and Facial|Org Addr:Jupiter,Florida,US|OBA Nature:Hand and Stone Massage and Fac|Invst Rel:N|Title:Owner (Joint w spouse)|Duties:Joint owner w spouse. Almost no activity from me. My wife is the active owner.|StrtDt:10-01-21|TotHrs/mon:2|TrdHrs/mon:0|OBA-13744|OrgNmn:anta Ray Tradition LLC dba Hand and Stone Massage and|Org Addr:Jupiter,Florida,US|OBA Nature:Franchise - Manta Ray Traditio|Invst Rel:N|Title:Owner (joint w spouse)|Duties:Investment, as owner, in a Franchise (Hand and Stone) No other duties req'd. My wife will operate. (Updating since we are adding another lo|StrtDt:10-14-19|TotHrs/mon:2|TrdHrs/mon:0|OBA-102146|OrgNmn:anta Ray Boca LLC DBA Hand and Stone Massage & Facial|Org Addr:Boca Raton,Florida,US|OBA Nature:Massage and Facial|Invst Rel:N|Title:Partner|Duties:My wife rund the business. My involvement is extremely limited.|StrtDt:09-15-23|TotHrs/mon:2|TrdHrs/mon:0|OBA-67489|OrgNmn:anta Ray Delray LLC DBA Hand and Stone Massage & Faci|Org Addr:Delray Bea,Florida,US|OBA Nature:Massage and Facial|Invst Rel:N|Title:Partner|Duties:My wife runs the business. My involvement is extremely limited. |StrtDt:04-20-22|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-11-14
S63 Uniform Securities Agent State Law Examination 2002-06-21
S65 Uniform Investment Adviser Law Examination 1998-05-21
  • S66 Uniform Combined State Law Examination
    2002-11-14
  • S63 Uniform Securities Agent State Law Examination
    2002-06-21
  • S65 Uniform Investment Adviser Law Examination
    1998-05-21
Designations
Other Names
  • William John Marazzi

View on SEC IAPD

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