Ann M Lonergan

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
AZ	RA	APPROVED	2025-03-31

AZ RA
APPROVED

Since 2025-03-31

Branch Locations

Phoenix, AZ • 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

Organization	City	State	From	To
Arl Enterprises Llc	Phoenix	AZ	05/2010	09/2021
The Vanguard Group, Inc.	Scottsdale	AZ	11/2015	07/2021
Fidelity Brokerage Services Llc	Salt Lake City	UT	09/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

05/2010 → 09/2021

Arl Enterprises Llc

Phoenix, AZ
11/2015 → 07/2021

The Vanguard Group, Inc.

Scottsdale, AZ
09/2021 → Present

Fidelity Brokerage Services Llc

Salt Lake City, UT
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-11-30 → 2025-03-31

Fidelity Personal And Workplace Advisors

Phoenix, AZ
2019-12-02 → 2021-08-02

Vanguard Advisers, Inc.

Scottsdale, AZ

Other Businesses

OBA-62664|OrgNmn:ARL Enterprises LLC|Org Addr:Phoenix,Arizona,US|OBA Nature:Family LLC|Invst Rel:N|Title:Managing Member|Duties:Administration and Notary services|StrtDt:04-20-10|TotHrs/mon:2|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-11-04
S63	Uniform Securities Agent State Law Examination	2000-09-12

S66 Uniform Combined State Law Examination

2019-11-04
S63 Uniform Securities Agent State Law Examination

2000-09-12

Other Names

Ann Maureen Lonergan
Ann Maureen Sanders
Ann M Sanders

View on SEC IAPD

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