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Susan Lane

Strategic Advisers LLC

Woodstock, GA

CRD 4175793

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-05-16
TX RA APPROVED 2025-05-15
  • GA RA
    APPROVED
    Since 2025-05-16
  • TX RA
    APPROVED
    Since 2025-05-15

Branch Locations

Woodstock, GA • 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
New York Life Insurance Company Parsippany NJ 08/2012 03/2019
Unemployed Woodstock GA 03/2019 07/2020
Allstate Insurance Co Duluth GA 07/2020 02/2025
Fidelity Investments Woodstock GA 02/2025 Present
  • 08/2012 → 03/2019
    New York Life Insurance Company
    Parsippany, NJ
  • 03/2019 → 07/2020
    Unemployed
    Woodstock, GA
  • 07/2020 → 02/2025
    Allstate Insurance Co
    Duluth, GA
  • 02/2025 → Present
    Fidelity Investments
    Woodstock, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-19
S65 Uniform Investment Adviser Law Examination 2000-06-23
S63 Uniform Securities Agent State Law Examination 2000-06-12
  • S66 Uniform Combined State Law Examination
    2025-04-19
  • S65 Uniform Investment Adviser Law Examination
    2000-06-23
  • S63 Uniform Securities Agent State Law Examination
    2000-06-12
Other Names
  • Susan Elizabeth Lane
  • Susan Lane
  • Susan E Lane

View on SEC IAPD

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