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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AK RA APPROVED 2026-01-20
TX RA APPROVED_RES 2025-03-31
WA RA APPROVED 2025-03-31
  • AK RA
    APPROVED
    Since 2026-01-20
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Kirkland, WA • 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Grand Rapids MI 04/2012 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2012 → Present
    Fidelity Brokerage Services Llc
    Grand Rapids, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-12-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tacoma, WA
    Salt Lake City, UT
    Kirkland, WA
  • 2013-07-31 → 2018-05-01
    Burlingame, CA
    Kirkland, WA
    Bellevue, WA
    Salt Lake City, UT
    Tacoma, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-04
S63 Uniform Securities Agent State Law Examination 2009-09-29
  • S66 Uniform Combined State Law Examination
    2013-03-04
  • S63 Uniform Securities Agent State Law Examination
    2009-09-29
Other Names
  • Robb Aaron Meyer

View on SEC IAPD

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