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John R. Summerlin

Strategic Advisers LLC

Gloucester, MA

Danvers, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Gloucester, MA • United States

152 Endicott Street, Danvers, MA 01923-3619 • 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 Cincinati OH 11/2007 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2007 → Present
    Fidelity Investments
    Cincinati, OH
  • 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
  • 2016-04-26 → 2018-07-13
    Strategic Advisers Llc
    Danvers, MA
Other Businesses

OBA-125356|OrgNmn:Crown Ridge Owners Association Board|Org Addr:Conway,New Hampsh,US|OBA Nature:Board Member of Condo Home Own|Invst Rel:N|Title:To Be determined. They are votin|Duties:Virtual Attendance at Bi Annual Meetings. Typically December and June of each year.|StrtDt:12-06-25|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-11
S63 Uniform Securities Agent State Law Examination 2008-02-19
  • S66 Uniform Combined State Law Examination
    2016-04-11
  • S63 Uniform Securities Agent State Law Examination
    2008-02-19
Other Names
  • John R Summerlin
  • John R Summerlin
  • John R Summerlin
  • John Richard Summerlin

View on SEC IAPD

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