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Adam James Holthouse

Strategic Advisers LLC

Alpharetta, GA

Cumming, GA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • GA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

11800 Amber Park Drive Suite 140, Alpharetta, GA 30009-2269 • United States

Cumming, GA • 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
E*Trade Capital Management Llc Sandy UT 11/2011 02/2020
E*Trade Securities Llc Sandy UT 11/2011 02/2020
E*Trade Securities Llc Alpharetta GA 02/2020 03/2023
E*Trade Capital Management Llc Alpharetta GA 02/2020 03/2023
Fidelity Investments Alpharetta GA 02/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2011 → 02/2020
    E*Trade Capital Management Llc
    Sandy, UT
  • 11/2011 → 02/2020
    E*Trade Securities Llc
    Sandy, UT
  • 02/2020 → 03/2023
    E*Trade Securities Llc
    Alpharetta, GA
  • 02/2020 → 03/2023
    E*Trade Capital Management Llc
    Alpharetta, GA
  • 02/2023 → Present
    Fidelity Investments
    Alpharetta, GA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Alpharetta, GA
  • 2011-11-14 → 2023-03-01
    Harrisdirect Llc
    Arlington, VA
    Alpharetta, GA
    Alpharetta, GA
    Alpharetta, GA
  • 2008-08-19 → 2011-11-11
    Hornor, Townsend & Kent, Llc
    Holladay, UT
  • 2007-08-27 → 2008-08-14
    Ameriprise Financial Services, Llc
    Midvale, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-08-22
  • S66 Uniform Combined State Law Examination
    2007-08-22

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