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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Keller, TX • United States

1540 East Southlake Blvd, Southlake, TX 76092-6421 • 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 Investment American Fork UT 03/2011 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2011 → Present
    Fidelity Investment
    American Fork, UT
  • 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
    Southlake, TX
    Keller, TX
  • 2014-05-28 → 2018-07-13
    Raleigh, NC
    Seal Beach, CA
    Mission Viejo, CA
    Southlake, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-05-28
S63 Uniform Securities Agent State Law Examination 2011-07-15
  • S65 Uniform Investment Adviser Law Examination
    2014-05-28
  • S63 Uniform Securities Agent State Law Examination
    2011-07-15
Other Names
  • Chance Joseph Krainik

View on SEC IAPD

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