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Stephen Parker

Strategic Advisers LLC

Mansfield, MA

Providence, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Mansfield, MA • United States

10 Memorial Boulevard, Providence, RI 02903-1160 • 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 Boston MA 08/1994 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/1994 → Present
    Fidelity Investments
    Boston, MA
  • 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
    Providence, RI
  • 2017-09-13 → 2018-07-13
    Strategic Advisers Llc
    Providence, RI
Other Businesses

OBA-119691|OrgNmn:Hermit Cove Community Association|Org Addr:Moultonbor,New Hampsh,US|OBA Nature:Home owners association|Invst Rel:N|Title:Board Member|Duties:We are a small communty association - 25 houses - role is to help coordinate all of the projects done in the common areas of the neighborhood |StrtDt:06-02-25|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-07
S63 Uniform Securities Agent State Law Examination 2014-03-26
  • S66 Uniform Combined State Law Examination
    2017-09-07
  • S63 Uniform Securities Agent State Law Examination
    2014-03-26
Other Names
  • Stephen J. Parker

View on SEC IAPD

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