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Velma Almeida

Strategic Advisers LLC

Boston, MA

Dedham, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

155 Congress St, Boston, MA 02110-2511 • United States

Dedham, MA • 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
Feingold Companies Worcester MA 09/2007 06/2021
Cambridge Investment Research, Inc. Fairfield IA 09/2019 06/2021
Cambridge Investment Research Advisors, Inc. Fairfield IA 01/2021 06/2021
Fidelity Investments Westwood MA 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2007 → 06/2021
    Feingold Companies
    Worcester, MA
  • 09/2019 → 06/2021
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 01/2021 → 06/2021
    Cambridge Investment Research Advisors, Inc.
    Fairfield, IA
  • 07/2021 → Present
    Fidelity Investments
    Westwood, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-28
  • S66 Uniform Combined State Law Examination
    2020-10-28
Other Names
  • Velma Itemere

View on SEC IAPD

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STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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