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Slade Yancy

Strategic Advisers LLC

Trumbull, CT

New Haven, CT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Trumbull, CT • United States

265 Church St One Century Tower, New Haven, CT 06510-7013 • 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 Stamford CT 01/2016 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2016 → Present
    Fidelity Brokerage Services Llc
    Stamford, CT
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-08
  • S66 Uniform Combined State Law Examination
    2008-10-08
Other Names
  • Slade Yancy
  • Slade B Yancy
  • Slade Brett Yancy

View on SEC IAPD

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