Steven Schriver

Strategic Advisers LLC

West Chester, PA

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Current Employers

Strategic Advisers Llc

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

Current Registrations

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

PA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

West Chester, PA • United States

300 Main Street, Exton, PA 19341-3707 • 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
Cco Investment Services	Trooper	PA	05/2012	12/2017
Citizens Securities Inc.	Newtown Sq.	PA	12/2017	02/2022
Fidelity Investments	King Of Prussia	PA	06/2022	Present
Unemployed	West Chester	PA	02/2022	06/2022
Fidelity Investments	Boston	MA	03/2025	Present

05/2012 → 12/2017

Cco Investment Services

Trooper, PA
12/2017 → 02/2022

Citizens Securities Inc.

Newtown Sq., PA
06/2022 → Present

Fidelity Investments

King Of Prussia, PA
02/2022 → 06/2022

Unemployed

West Chester, PA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-07-11 → 2025-03-31

Fidelity Personal And Workplace Advisors

King Of Prussia, PA
2013-05-30 → 2022-02-16

Citizens Securities, Inc.

Norristown, PA

Marlton, NJ

Newtown Sq, PA

Conshohocken, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-12-21
S63	Uniform Securities Agent State Law Examination	2012-09-21

S65 Uniform Investment Adviser Law Examination

2012-12-21
S63 Uniform Securities Agent State Law Examination

2012-09-21

Other Names

Steven Joseph Schriver
Steven Schriver

View on SEC IAPD

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