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John T Duncan

Strategic Advisers LLC

Grand Blanc, MI

Ann Arbor, MI

Ann Arbor, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31

Branch Locations

10811 S Saginaw St, Grand Blanc, MI 48439-2706 • United States

500 E. Eisenhower Pkwy Ste 100, Ann Arbor, MI 48108-3349 • United States

Ann Arbor, MI • 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 Investments Merrimack NH 06/2007 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2007 → Present
    Fidelity Investments
    Merrimack, NH
  • 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
    Ann Arbor, MI
    Ann Arbor, MI
  • 2010-02-17 → 2018-07-13
    Strategic Advisers Llc
    Ann Arbor, MI
    Novi, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-02
S63 Uniform Securities Agent State Law Examination 2007-09-28
  • S66 Uniform Combined State Law Examination
    2008-10-02
  • S63 Uniform Securities Agent State Law Examination
    2007-09-28

View on SEC IAPD

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