Stephanie L. Giger

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
IL	RA	APPROVED	2026-08-27
TX	RA	APPROVED	2025-03-31

IL RA
APPROVED

Since 2026-08-27
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Boyd, TX • United States

5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • United States

1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835 • 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
Fidelity Investments Institutional Services Company, Inc	Westlake	TX	04/2012	06/2020
Fidelity Brokerage Services Llc	Wetlake	TX	06/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

04/2012 → 06/2020

Fidelity Investments Institutional Services Company, Inc

Westlake, TX
06/2020 → Present

Fidelity Brokerage Services Llc

Wetlake, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Westlake, TX

Other Businesses

OBA-3058|OrgNmn:N/A|Org Addr:dallas for,Texas,US|OBA Nature:I am a registered massage ther|Invst Rel:N|Title:Sole Proprietor|Duties:massage therapy|StrtDt:06-06-12|TotHrs/mon:1|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-07-06
S63	Uniform Securities Agent State Law Examination	2007-06-30

S66 Uniform Combined State Law Examination

2020-07-06
S63 Uniform Securities Agent State Law Examination

2007-06-30

Other Names

Stephanie Louise Bell
Stephanie Louise Giger
Stephanie L Giger
Stephanie Giger

View on SEC IAPD

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