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Donna M Victorin

Strategic Advisers LLC

New Castle, DE

CRD 4785210

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-10-09
TX RA APPROVED 2025-03-31
  • DE RA
    APPROVED
    Since 2025-10-09
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

New Castle, DE • 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 Investments Merrimack NH 02/2004 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2004 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Raymond, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-03-29
S66 Uniform Combined State Law Examination 2017-03-20
S63 Uniform Securities Agent State Law Examination 2004-08-20
  • S65 Uniform Investment Adviser Law Examination
    2023-03-29
  • S66 Uniform Combined State Law Examination
    2017-03-20
  • S63 Uniform Securities Agent State Law Examination
    2004-08-20
Other Names
  • Donna Victorin
  • Donna M. Victorin
  • Donna M. Victorin

View on SEC IAPD

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