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Vincent Chan

Strategic Advisers LLC

Ponte Vedra, FL

Hilton Head Island, SC

Ponte Vedra Beach, FL

Ponte Vedra Beach, 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
  • FL RA
    APPROVED
    Since 2025-03-31

Branch Locations

Ponte Vedra, FL • United States

807 William Hilton Pkwy Suite #1301A, Hilton Head Island, SC 29928-3440 • United States

822 A1A N Suite 100, Ponte Vedra Beach, FL 32082-3286 • United States

822 North Highway A1A Suite 109, Ponte Vedra Beach, FL 32082-3260 • 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 09/2015 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2015 → 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-26
  • S66 Uniform Combined State Law Examination
    2007-12-26

View on SEC IAPD

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