Best Investors Account Sign in

Susana Vidan

Strategic Advisers LLC

Greenwich, CT

Stamford, CT

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-17
CT RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-03-17
  • CT RA
    APPROVED
    Since 2025-03-31

Branch Locations

48 West Putnam Avenue Pickwick Commons, Greenwich, CT 06830-5399 • United States

Stamford, CT • 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 Brokerage Services Llc Greenwich CT 05/2026 Present
Strategic Advisers Llc Greenwich CT 05/2026 Present
Ef Legacy Securities, Llc Henrico VA 04/2016 10/2023
Fidelity Investments Greenwich CT 11/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2026 → Present
    Fidelity Brokerage Services Llc
    Greenwich, CT
  • 05/2026 → Present
    Strategic Advisers Llc
    Greenwich, CT
  • 04/2016 → 10/2023
    Ef Legacy Securities, Llc
    Henrico, VA
  • 11/2023 → Present
    Fidelity Investments
    Greenwich, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwich, CT
  • 2007-03-08 → 2010-09-02
    Msi Financial Services, Inc.
    Shelton, CT
    Stamford, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-30
S65 Uniform Investment Adviser Law Examination 2007-03-01
S63 Uniform Securities Agent State Law Examination 2007-02-03
  • S66 Uniform Combined State Law Examination
    2023-12-30
  • S65 Uniform Investment Adviser Law Examination
    2007-03-01
  • S63 Uniform Securities Agent State Law Examination
    2007-02-03
Designations

View on SEC IAPD

Other Firms

PARSIFAL CAPITAL MANAGEMENT, LP
MARCH ALTUS CAPITAL MANAGEMENT LP
BRX GLOBAL
MORGAN STANLEY
MAIN STREET RESEARCH LLC
ENDEAVOUR CAPITAL ADVISORS INC.
AXIOM ASSET ADVISORS, LLC
SEARLE & CO.

Other Investors

JOSE ANTONIO MORALES
Ignacio Mendive
KEVIN M NICHOLS
CHRISTOPHER SCOTT NORTON
CHRISTINE MARIE HARSAGHY
ANTONIO DEBARROS
ASHLEY CHRISTINE ANGELO
SARAH A WILLIAMS

Other Offices

PARSIFAL CAPITAL MANAGEMENT, LP · GREENWICH, CT
MARCH ALTUS CAPITAL MANAGEMENT LP · GREENWICH, CT
BRX GLOBAL · GREENWICH, CT
MORGAN STANLEY · Greenwich, CT
MAIN STREET RESEARCH LLC · Greenwich, CT
ENDEAVOUR CAPITAL ADVISORS INC. · GREENWICH, CT
AXIOM ASSET ADVISORS, LLC · GREENWICH, CT
SEARLE & CO. · GREENWICH, CT

More in Greenwich, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor