Isaac Ray Whitmore

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	2025-11-13
GA	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-11-13
GA RA
APPROVED

Since 2025-03-31

Branch Locations

Smyrna, GA • United States

127 Perimeter Center West, Dunwoody, GA 30346-1223 • 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
Td Waterhouse Investor Services Inc	Atlanta	GA	01/2004	01/2020
Fidelity Brokerage Services, Llc	Atlanta	GA	01/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

01/2004 → 01/2020

Td Waterhouse Investor Services Inc

Atlanta, GA
01/2020 → Present

Fidelity Brokerage Services, Llc

Atlanta, GA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-02-10 → 2025-03-31

Fidelity Personal And Workplace Advisors

Dunwoody, GA
2004-05-05 → 2020-01-31

Td Ameritrade, Inc.

Alpharetta, GA

Atlanta, GA

Atlanta, GA

Atlanta, GA
2006-04-27 → 2020-01-31

Td Ameritrade Investment Management, Llc

Atlanta, GA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-04-26
S65	Uniform Investment Adviser Law Examination	2000-05-18
S63	Uniform Securities Agent State Law Examination	1999-12-10

S66 Uniform Combined State Law Examination

2004-04-26
S65 Uniform Investment Adviser Law Examination

2000-05-18
S63 Uniform Securities Agent State Law Examination

1999-12-10

Other Names

Ike Whitmore

View on SEC IAPD

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