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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

44244 West 12 Mile Road Suite 100, Novi, MI 48377-2616 • United States

West Bloomfield, MI • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Novi MI 10/2015 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2015 → Present
    Fidelity Brokerage Services Llc
    Novi, MI
  • 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
    West Bloomfield, MI
    Novi, MI
  • 2016-01-07 → 2018-07-13
    Novi, MI
  • 2015-02-03 → 2015-04-14
    Troy, MI
  • 2008-07-01 → 2008-08-11
    St Louis, MO
Other Businesses

OBA-114569|OrgNmn:Regal Encounters|Org Addr:West Bloom,Michigan,US|OBA Nature:Selling of clothing on the eBa|Invst Rel:N|Title:Sole Proprietor|Duties:Taking pictures of clothing, and listing items on the website for sale. Dropping sold items off for shipping.|StrtDt:11-12-24|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-01-30
S66 Uniform Combined State Law Examination 2008-06-13
  • S65 Uniform Investment Adviser Law Examination
    2015-01-30
  • S66 Uniform Combined State Law Examination
    2008-06-13
Other Names
  • Whitney Robinson
  • Whitney Young Robinson

View on SEC IAPD

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