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Julie Ramos

Strategic Advisers LLC

Chandler, AZ

Chandler, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Chandler, AZ • United States

7001 West Ray Road Chandler Pavilions, Chandler, AZ 85226-1517 • 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 Chandler AZ 05/2015 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → Present
    Fidelity Investments
    Chandler, AZ
  • 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
    Chandler, AZ
    Chandler, AZ
  • 2015-08-04 → 2018-07-13
    Strategic Advisers Llc
    Chandler, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-07-15
S63 Uniform Securities Agent State Law Examination 2008-07-29
  • S65 Uniform Investment Adviser Law Examination
    2015-07-15
  • S63 Uniform Securities Agent State Law Examination
    2008-07-29
Designations
Other Names
  • Julie Elizabeth Hansen
  • Julie Elizabeth Ramos

View on SEC IAPD

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