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Claude Sturla

Strategic Advisers LLC

Delray Beach, FL

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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

Delray Beach, 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
Pfs Investments Inc Pembroke Pines FL 05/2017 02/2022
Primerica Financial Services Pembroke Pines FL 05/2016 01/2022
Trader Joe'S Monrovia CA 10/2008 05/2019
Thrivent Investment Management Inc Heathrow FL 10/2020 01/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated Fort Lauderdale FL 02/2022 03/2023
Fidelity Investments Covington KY 03/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2017 → 02/2022
    Pfs Investments Inc
    Pembroke Pines, FL
  • 05/2016 → 01/2022
    Primerica Financial Services
    Pembroke Pines, FL
  • 10/2008 → 05/2019
    Trader Joe'S
    Monrovia, CA
  • 10/2020 → 01/2021
    Thrivent Investment Management Inc
    Heathrow, FL
  • 02/2022 → 03/2023
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Fort Lauderdale, FL
  • 03/2023 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-29
S63 Uniform Securities Agent State Law Examination 2003-03-11
  • S66 Uniform Combined State Law Examination
    2020-12-29
  • S63 Uniform Securities Agent State Law Examination
    2003-03-11
Other Names
  • Claude N Sturla
  • Sturla Claude

View on SEC IAPD

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