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Douglas Michael Climo

Strategic Advisers LLC

Winter Park, FL

The Villages, FL

Sanford, 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

900 North Orlando Ave, Winter Park, FL 32789-2924 • United States

1057 Lake Sumter Landing, The Villages, FL 32162-2698 • United States

Sanford, FL • 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 Merrimack NH 02/2000 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2000 → Present
    Fidelity Investments
    Merrimack, NH
  • 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
    Sanford, FL
    Altamonte Springs, FL
    The Villages, FL
  • 2006-07-11 → 2018-07-13
    Strategic Advisers Llc
    The Villages, FL
    Altalmonte Sprintgs, FL
    Longwood, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-28
S63 Uniform Securities Agent State Law Examination 2002-11-13
  • S66 Uniform Combined State Law Examination
    2005-06-28
  • S63 Uniform Securities Agent State Law Examination
    2002-11-13
Other Names
  • Douglas M Climo

View on SEC IAPD

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Other Investors

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Julie Kerr Tecau
Samuel Warren Gruenig
Brittney Rhyianna Cooper
Carlton J Smith
Erin B Long
Misty Morris
DiIvory Edgecomb

Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

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