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Byron L. Swartz

Strategic Advisers LLC

Fleming Island, FL

Jacksonville, 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

Fleming Island, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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 Jacksonville FL 08/2012 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2012 → Present
    Fidelity Brokerage Services, Llc
    Jacksonville, FL
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Jacksonville, FL
    Fleming Island, FL
  • 2012-11-02 → 2018-07-13
    Strategic Advisers Llc
    Jacksonville, FL
Other Businesses

OBA-116320|OrgNmn:River City Umpires Association|Org Addr:Jacksonvil,Florida,US|OBA Nature:Baseball Umpire|Invst Rel:N|Title:Independent Contractor|Duties:Baseball Umpire|StrtDt:02-04-25|TotHrs/mon:16|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-10-12
S63 Uniform Securities Agent State Law Examination 2007-05-11
  • S66 Uniform Combined State Law Examination
    2012-10-12
  • S63 Uniform Securities Agent State Law Examination
    2007-05-11
Other Names
  • Byron Lee Swartz

View on SEC IAPD

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