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James Allen

Strategic Advisers LLC

Orange, OH

Shaker Heights, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

200 Pinecrest Drive, Orange, OH 44122-4207 • United States

Shaker Heights, OH • 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
Td Ameritrade, Inc. Beachwood OH 01/2013 10/2021
Fidelity Investments Woodmere Village OH 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2013 → 10/2021
    Td Ameritrade, Inc.
    Beachwood, OH
  • 10/2021 → Present
    Fidelity Investments
    Woodmere Village, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Woodmere Village, OH
  • 2013-06-19 → 2021-10-09
    Td Ameritrade, Inc.
    Orange Village, OH
    Orange Village, OH
  • 2013-06-19 → 2021-10-09
    Td Ameritrade Investment Management, Llc
    Beachwood, OH
    Orange Village, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-13
  • S66 Uniform Combined State Law Examination
    2013-06-13
Other Names
  • James Christopher Allen
  • James Allen

View on SEC IAPD

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