Amy L. Braunz

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
TX	RA	APPROVED_RES	2025-03-31

AZ RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Tucson, AZ • United States

3001 E. Skyline Drive Suite 255, Tucson, AZ 85718-2106 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Unemployed	Durham	NC	06/2015	09/2016
Varsity Tutors	Durham	NC	10/2016	10/2017
Focusmate	Remote	XX	01/2017	08/2017
Integra Ledger	Remote	XX	10/2017	10/2019
Unemployed	Durham	NC	11/2019	09/2022
Fidelity Investments	Tucson	AZ	10/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2015 → 09/2016

Unemployed

Durham, NC
10/2016 → 10/2017

Varsity Tutors

Durham, NC
01/2017 → 08/2017

Focusmate

Remote, XX
10/2017 → 10/2019

Integra Ledger

Remote, XX
11/2019 → 09/2022

Unemployed

Durham, NC
10/2022 → Present

Fidelity Investments

Tucson, AZ
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-03-01 → 2025-03-31

Fidelity Personal And Workplace Advisors

Tucson, AZ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-02-03

S66 Uniform Combined State Law Examination

2023-02-03

Other Names

Amy Braunz

View on SEC IAPD