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Curtis L Speller

Strategic Advisers LLC

St. Petersburg, 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
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

St. Petersburg, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 12/2017 10/2020
U.S. Army Reserve Orlando FL 08/2014 09/2021
Srd Management And Consulting Tampa FL 11/2013 10/2016
Lincoln Investment Fort Washington PA 12/2020 08/2021
Capital Analysts Fort Washington PA 12/2020 08/2021
Fidelity Investments Jacksonville FL 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2017 → 10/2020
    Edward Jones
    St Louis, MO
  • 08/2014 → 09/2021
    U.S. Army Reserve
    Orlando, FL
  • 11/2013 → 10/2016
    Srd Management And Consulting
    Tampa, FL
  • 12/2020 → 08/2021
    Lincoln Investment
    Fort Washington, PA
  • 12/2020 → 08/2021
    Capital Analysts
    Fort Washington, PA
  • 09/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    St. Petersburg, FL
  • 2020-12-07 → 2021-08-05
    Lincoln Investment
    Saint Petersburg, FL
    St. Petersburg, FL
    Tallahassee, FL
    Fort Washington, PA
  • 2020-12-09 → 2021-08-05
    Capital Analysts
    Saint Petersburg, FL
    St. Petersburg, FL
  • 2018-02-21 → 2020-10-21
    Edward Jones
    Memphis, TN
    St Louis, MO
    St Petersburg, FL
    St. Petersburg, FL
    St Petersburg, FL
    St Petersburg, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-20
S63 Uniform Securities Agent State Law Examination 2007-11-24
  • S66 Uniform Combined State Law Examination
    2018-02-20
  • S63 Uniform Securities Agent State Law Examination
    2007-11-24
Other Names
  • Curtis Speller
  • Curtis L Speller
  • Curtis Lee Speller

View on SEC IAPD

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