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Casey Roberts Hull

Strategic Advisers LLC

Boston, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Boston, MA • 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
Fidelity Brokerage Services Llc Walnut Creek CA 02/2015 02/2019
Fidelity Personal And Workplace Advisors Boston MA 07/2018 02/2019
Grove Advisors Llc San Francisco CA 03/2019 09/2019
Fidelity Brokerage Services Llc San Francisco CA 06/2020 Present
Mymoneyspoke, Inc Marshall CA 07/2019 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 02/2015 → 02/2019
    Fidelity Brokerage Services Llc
    Walnut Creek, CA
  • 07/2018 → 02/2019
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2019 → 09/2019
    Grove Advisors Llc
    San Francisco, CA
  • 06/2020 → Present
    Fidelity Brokerage Services Llc
    San Francisco, CA
  • 07/2019 → 05/2020
    Mymoneyspoke, Inc
    Marshall, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-06-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Larkspur, CA
    Berkely, CA
    Somerville, MA
  • 2019-03-06 → 2019-09-06
    Grove
    San Francisco, CA
  • 2018-07-13 → 2019-03-08
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2016-08-10 → 2018-07-13
    Strategic Advisers Llc
    San Francisco, CA
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-09-02
  • S66 Uniform Combined State Law Examination
    2015-09-02
Designations
Other Names
  • Casey Roberts Hull
  • Casey Hull

View on SEC IAPD

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