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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

Cumming, GA • United States

11800 Amber Park Drive Suite 140, Alpharetta, GA 30009-2269 • 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 Alpharetta GA 07/2016 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → Present
    Fidelity Brokerage Services Llc
    Alpharetta, GA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-118897|OrgNmn:Tiny Panda Real Estate LLC|Org Addr:Cumming,Georgia,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Owner of the LLC|Duties:Work with Management Company|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-115467|OrgNmn:All Around Gymnastics|Org Addr:Alpharetta,Georgia,US|OBA Nature:Gymnastics Gym coaching studen|Invst Rel:N|Title:Employee|Duties:Coaching girls gymnastics for a few hours per week in the evenings between 6 to 8 p.m.|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-28
  • S66 Uniform Combined State Law Examination
    2007-12-28
Designations
Other Names
  • Samuel Reuben Zaretsky

View on SEC IAPD

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