Best Investors Account Sign in

James P Manahan

Strategic Advisers LLC

Tampa, FL

Tampa, FL

Claim This Profile
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 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Tampa, FL • United States

3000 Bayport Dr Ste 800, Tampa, FL 33607-8402 • 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 Jacksonville FL 11/2007 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2007 → Present
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 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
    Tampa, FL
    Tampa, FL
  • 2009-04-17 → 2018-07-13
    Strategic Advisers Llc
    Sarasota, FL
    Jacksonville, FL
    Tampa, FL
    Tampa, FL
Other Businesses

OBA-13838|OrgNmn:Manahan Capital LLC|Org Addr:Tampa,Florida,US|OBA Nature:Rental property, rental income|Invst Rel:Y|Title:Owner, landlord, property manager|Duties:Owner, landlord, property manager|StrtDt:11-20-19|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-04-15
S63 Uniform Securities Agent State Law Examination 2008-03-04
  • S66 Uniform Combined State Law Examination
    2009-04-15
  • S63 Uniform Securities Agent State Law Examination
    2008-03-04
Other Names
  • James P Manahan
  • James Patrick Manahan

View on SEC IAPD

More in Tampa, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor