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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-13
MA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-01-13
  • MA RA
    APPROVED
    Since 2025-03-31

Branch Locations

109 University Ave Ste 107, Westwood, MA 02090-2306 • United States

Norwood, 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
Charles Schwab & Co., Inc Hingham MA 04/2016 06/2018
Charles Schwab Bank Hingham MA 04/2016 06/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Newton MA 06/2018 05/2019
Bank Of America, N.A. Newton MA 06/2018 05/2019
Unemployed Norwood MA 06/2019 08/2019
Gwfs Equities, Inc Greenwood Village CO 08/2019 12/2019
Citizens Securities, Inc. Dedham MA 01/2020 12/2021
Fidelity Investments Shrewsbury MA 12/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2016 → 06/2018
    Hingham, MA
  • 04/2016 → 06/2018
    Charles Schwab Bank
    Hingham, MA
  • 06/2018 → 05/2019
    Newton, MA
  • 06/2018 → 05/2019
    Bank Of America, N.A.
    Newton, MA
  • 06/2019 → 08/2019
    Unemployed
    Norwood, MA
  • 08/2019 → 12/2019
    Gwfs Equities, Inc
    Greenwood Village, CO
  • 01/2020 → 12/2021
    Dedham, MA
  • 12/2021 → Present
    Fidelity Investments
    Shrewsbury, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-97512|OrgNmn:Arches and Lashes by Stephanie|Org Addr:Walpole,Massachuse,US|OBA Nature:Esthetics|Invst Rel:N|Title:Independent Contractor|Duties:Performing Brow and Lash services on a very PT basis|StrtDt:03-13-23|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-07
  • S66 Uniform Combined State Law Examination
    2008-02-07
Other Names
  • Stephanie Lynn Huber
  • Stephanie Cadenhead
  • Stephanie Lynn Cadenhead

View on SEC IAPD

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