Lance Campolong

Strategic Advisers LLC

Missouri City, TX

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-03-31

TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Missouri City, TX • 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

Organization	City	State	From	To
Trader Joe'S	Denver	CO	03/2019	07/2021
Unemployed	Trinity	FL	09/2018	03/2019
Campolongo Custom Furniture And Finishes	Trinity	FL	06/2016	09/2018
Trader Joe'S	Tampa	FL	08/2007	02/2017
Fidelity Investments	Greenwood Village	CO	07/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

03/2019 → 07/2021

Trader Joe'S

Denver, CO
09/2018 → 03/2019

Unemployed

Trinity, FL
06/2016 → 09/2018

Campolongo Custom Furniture And Finishes

Trinity, FL
08/2007 → 02/2017

Trader Joe'S

Tampa, FL
07/2021 → Present

Fidelity Investments

Greenwood Village, CO
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-12-21 → 2025-03-31

Fidelity Personal And Workplace Advisors

Greenwood Village, CO

Missouri City, TX

Missouri City, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-11-23
S63	Uniform Securities Agent State Law Examination	2000-09-25

S66 Uniform Combined State Law Examination

2021-11-23
S63 Uniform Securities Agent State Law Examination

2000-09-25

Other Names

Lance Jonathan Campolong
Lance Campolong

View on SEC IAPD

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