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Chelsea Goldman

Strategic Advisers LLC

Cuyahoga Falls, OH

Orange, 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

Cuyahoga Falls, OH • United States

200 Pinecrest Drive, Orange, OH 44122-4207 • 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
Jpmorgan Chase Bank Chagrin Falls OH 09/2015 07/2019
Jp Morgan Securities Llc Chagrin Falls OH 09/2015 07/2019
Citizens Bank Rocky River OH 07/2019 07/2021
Citizens Securities Inc. Rocky River OH 07/2019 07/2021
Citizens Securities, Inc Westwood MA 07/2021 02/2022
Citizens Bank, N.A Northfield OH 07/2021 02/2022
Fidelity Brokerage Services, Llc Woodmere Village OH 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2015 → 07/2019
    Jpmorgan Chase Bank
    Chagrin Falls, OH
  • 09/2015 → 07/2019
    Jp Morgan Securities Llc
    Chagrin Falls, OH
  • 07/2019 → 07/2021
    Citizens Bank
    Rocky River, OH
  • 07/2019 → 07/2021
    Citizens Securities Inc.
    Rocky River, OH
  • 07/2021 → 02/2022
    Citizens Securities, Inc
    Westwood, MA
  • 07/2021 → 02/2022
    Citizens Bank, N.A
    Northfield, OH
  • 02/2022 → Present
    Fidelity Brokerage Services, Llc
    Woodmere Village, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Woodmere Village, OH
  • 2019-07-23 → 2022-02-16
    Citizens Securities, Inc.
    Northfield, OH
    Southfield, MI
    Rocky River, OH
    Fairlawn, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-04
S63 Uniform Securities Agent State Law Examination 2018-10-24
  • S65 Uniform Investment Adviser Law Examination
    2019-11-04
  • S63 Uniform Securities Agent State Law Examination
    2018-10-24
Other Names
  • Chelsea A Goldman
  • Chelsea Goldman
  • Chelsea Ann Goldman
  • Chelsea Havrilla
  • Chelsea Ann Havrilla

View on SEC IAPD

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