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Seth W. Rowe

Strategic Advisers LLC

Orlando, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Orlando, FL • 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
Charles Schwab & Co., Inc. Orlando FL 08/2016 09/2022
University Club Gainsville FL 06/2017 09/2022
Schwab Private Client Investment Advisory, Inc. Orlando TX 02/2019 09/2022
Fidelity Investments Llc Salt Lake City UT 09/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 09/2022
    Charles Schwab & Co., Inc.
    Orlando, FL
  • 06/2017 → 09/2022
    University Club
    Gainsville, FL
  • 02/2019 → 09/2022
    Schwab Private Client Investment Advisory, Inc.
    Orlando, TX
  • 09/2022 → Present
    Fidelity Investments Llc
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-05
  • S66 Uniform Combined State Law Examination
    2018-03-05
Other Names
  • Seth W Rowe
  • Seth William Rowe
  • Seth Rowe

View on SEC IAPD

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