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Clint Neff

Strategic Advisers LLC

York, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

York, PA • 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
Msi Financial Services Wayne PA 12/2007 03/2017
Mml Investors Services, Llc Newtown Square PA 03/2017 12/2017
Massmutual Wayne PA 07/2017 12/2017
Axa Advisors, Llc New York NY 01/2018 01/2019
Santander Bank, Na Boston MA 01/2019 07/2021
Santander Securities, Llc Dorchester MA 01/2019 07/2021
Fidelity Investments Merrimack NH 11/2021 Present
Unemployed York PA 07/2021 11/2021
Fidelity Investments Boston MA 03/2025 Present
  • 12/2007 → 03/2017
    Msi Financial Services
    Wayne, PA
  • 03/2017 → 12/2017
    Mml Investors Services, Llc
    Newtown Square, PA
  • 07/2017 → 12/2017
    Massmutual
    Wayne, PA
  • 01/2018 → 01/2019
    Axa Advisors, Llc
    New York, NY
  • 01/2019 → 07/2021
    Santander Bank, Na
    Boston, MA
  • 01/2019 → 07/2021
    Santander Securities, Llc
    Dorchester, MA
  • 11/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 07/2021 → 11/2021
    Unemployed
    York, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    York, PA
  • 2019-01-23 → 2021-06-25
    Santander Securities Llc
    Hanover, PA
    Spring Grove, PA
    York, PA
    Etters, PA
    Harrisburg, PA
    York, PA
    York, PA
    York, PA
    Etters, PA
    York, PA
    York, PA
    Hanover, PA
    Manchester, PA
    Etters, PA
    Villanova, PA
  • 2018-01-22 → 2019-02-01
    Equitable Advisors, Llc
    Lancaster, PA
    York, PA
    Bala Cynwyd, PA
  • 2017-03-25 → 2017-12-21
    Mml Investors Services, Llc
    York, PA
    Newtown Square, PA
  • 2007-12-17 → 2017-03-25
    Msi Financial Services, Inc.
    Philadelphia, PA
    Red Lion, PA
    York, PA
    Red Lion, PA
    Baltimore, MD
    York, PA
    Newtown Square, PA
  • 2007-08-23 → 2007-12-03
    Thrivent Investment Management Inc.
    York, PA
    Lancaster, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-08-22
S65 Uniform Investment Adviser Law Examination 2006-12-07
  • S63 Uniform Securities Agent State Law Examination
    2007-08-22
  • S65 Uniform Investment Adviser Law Examination
    2006-12-07
Other Names
  • Clint James Neff

View on SEC IAPD

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