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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
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Renton, WA • United States

18825 33Rd Ave W Ste 200, Lynnwood, WA 98036-4747 • 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 Brokerage Services Llc Lynnwood WA 05/2014 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2014 → Present
    Fidelity Brokerage Services Llc
    Lynnwood, WA
  • 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
    Bellevue, WA
    Renton, WA
  • 2015-10-29 → 2018-07-13
    Lynnwood, WA
    Bellevue, WA
  • 2012-11-19 → 2014-05-27
    Redmond, WA
    Bellevue, WA
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-11-18
S63 Uniform Securities Agent State Law Examination 2011-11-08
  • S65 Uniform Investment Adviser Law Examination
    2012-11-18
  • S63 Uniform Securities Agent State Law Examination
    2011-11-08
Other Names
  • Tracie Honsberger
  • Tracie Lee Honsberger
  • Tracie Lee Paige

View on SEC IAPD

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