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Stacie-Ann Lites

Strategic Advisers LLC

Shrewsbury, NJ

Neptune, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

530 Route 35, Shrewsbury, NJ 07702-4139 • United States

Neptune, NJ • 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 Investments Shrewsbury NJ 03/2023 Present
Allstate Northbrook IL 08/2021 11/2022
North American Risk Services Altamonte Springs FL 06/2019 06/2021
Howroyd Wright Employment Agency Inc Dba Appleone Employment Ser Altamonte Springs FL 08/2018 06/2019
True Blue Inc Tacoma WA 07/2018 08/2018
Alma Health Skilled Services Carlisle PA 07/2017 07/2018
Zazen Nail Spa West Chester PA 05/2014 05/2017
Blo/Out Blow Dry Bar Huntingdon Valley PA 08/2015 03/2017
Shipt Inc Neptune City NJ 09/2019 01/2023
Fidelity Investments Boston MA 03/2025 Present
  • 03/2023 → Present
    Fidelity Investments
    Shrewsbury, NJ
  • 08/2021 → 11/2022
    Allstate
    Northbrook, IL
  • 06/2019 → 06/2021
    North American Risk Services
    Altamonte Springs, FL
  • 08/2018 → 06/2019
    Howroyd Wright Employment Agency Inc Dba Appleone Employment Ser
    Altamonte Springs, FL
  • 07/2018 → 08/2018
    True Blue Inc
    Tacoma, WA
  • 07/2017 → 07/2018
    Alma Health Skilled Services
    Carlisle, PA
  • 05/2014 → 05/2017
    Zazen Nail Spa
    West Chester, PA
  • 08/2015 → 03/2017
    Blo/Out Blow Dry Bar
    Huntingdon Valley, PA
  • 09/2019 → 01/2023
    Shipt Inc
    Neptune City, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Neptune City, NJ
Other Businesses

OBA-130039|OrgNmn:Get Curb Appeal Design|Org Addr:Neptune,New Jersey,US|OBA Nature:Independent consulting service|Invst Rel:N|Title:Independent Consultant|Duties:Provide virtual audits of Google Buisness Profiles for local small buisness owners. Services included reviewing profile completeness, photo qu|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-24
S63 Uniform Securities Agent State Law Examination 2008-06-18
  • S66 Uniform Combined State Law Examination
    2023-07-24
  • S63 Uniform Securities Agent State Law Examination
    2008-06-18
Other Names
  • Stacie Ann Mcintosh
  • Stacie Ann Carrie Mcintosh
  • Stacie-Ann Mcintosh
  • Stacie-Ann Carrie Mcintosh

View on SEC IAPD

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