Eden Schwallier

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
GA	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

GA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Smyrna, 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

Organization	City	State	From	To
Valic Financial Advisors, Inc.	Atlanta	GA	04/2014	03/2021
Fidelity Investments	Salt Lake City Utah	UT	03/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

04/2014 → 03/2021

Valic Financial Advisors, Inc.

Atlanta, GA
03/2021 → Present

Fidelity Investments

Salt Lake City Utah, UT
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-04-15 → 2025-03-31

Fidelity Personal And Workplace Advisors

Smyrna, GA
2014-07-30 → 2021-04-01

Valic Financial Advisors, Inc.

Atlanta, GA

Atlanta, GA

Other Businesses

OBA-66990|OrgNmn:MEDDS, LLC|Org Addr:Columbia,South Caro,US|OBA Nature:To purchase income properties.|Invst Rel:Y|Title:Partner|Duties:Interviewing renters, reviewing rental agreements, applications. |StrtDt:03-17-22|TotHrs/mon:5|TrdHrs/mon:0|

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2014-07-29
S63	Uniform Securities Agent State Law Examination	2014-06-05

S65 Uniform Investment Adviser Law Examination

2014-07-29
S63 Uniform Securities Agent State Law Examination

2014-06-05

Other Names

Eden Dawn Schwallier

View on SEC IAPD

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