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Denise Ana Winkelman

Strategic Advisers LLC

North Hollywood, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
UT RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

North Hollywood, CA • 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 Covington KY 01/2008 03/2020
Fidelity Personal And Workplace Advisors Boston MA 07/2018 03/2020
Farmers Financial Solutions Westlake Village CA 05/2020 02/2021
Unemployed North Hollywood CA 03/2020 05/2020
Postmates Los Angeles CA 09/2020 02/2021
Fidelity Investments North Hollywood CA 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2008 → 03/2020
    Fidelity Brokerage Services Llc
    Covington, KY
  • 07/2018 → 03/2020
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 05/2020 → 02/2021
    Farmers Financial Solutions
    Westlake Village, CA
  • 03/2020 → 05/2020
    Unemployed
    North Hollywood, CA
  • 09/2020 → 02/2021
    Postmates
    Los Angeles, CA
  • 04/2021 → Present
    Fidelity Investments
    North Hollywood, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2018-07-13 → 2020-03-03
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2009-11-30 → 2018-07-13
    Strategic Advisers Llc
    Covington, KY
    Greenwood Village, CO
Other Businesses

OBA-59179|OrgNmn:Comedian/Actor/writer|Org Addr:North Holl,California,US|OBA Nature:I'm an enterainer. Comedy/acti|Invst Rel:N|Title:enterainer|Duties:Writing/acting/stand up comedian|StrtDt:|TotHrs/mon:100|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-08
S63 Uniform Securities Agent State Law Examination 2008-07-15
  • S66 Uniform Combined State Law Examination
    2009-12-08
  • S63 Uniform Securities Agent State Law Examination
    2008-07-15
Other Names
  • Duane E Winkelman
  • Denise E Winkelman

View on SEC IAPD

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