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Cynthia Yelda Audish

Strategic Advisers LLC

Shelby Twp, MI

Troy, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31

Branch Locations

Shelby Twp, MI • United States

Troy, MI • 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
Farmers Financial Solutions San Diego CA 12/2014 08/2017
Dunham & Associates Investment Counsel, Inc. San Diego CA 11/2017 11/2019
Fidelity Brokerage Services Llc San Diego CA 11/2019 05/2020
Td Ameritrade San Diego CA 05/2020 04/2021
Fidelity Brokerage Services Llc Troy MI 04/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2014 → 08/2017
    Farmers Financial Solutions
    San Diego, CA
  • 11/2017 → 11/2019
    Dunham & Associates Investment Counsel, Inc.
    San Diego, CA
  • 11/2019 → 05/2020
    Fidelity Brokerage Services Llc
    San Diego, CA
  • 05/2020 → 04/2021
    Td Ameritrade
    San Diego, CA
  • 04/2021 → Present
    Fidelity Brokerage Services Llc
    Troy, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-05-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Troy, MI
  • 2020-06-03 → 2021-04-13
    Td Ameritrade, Inc.
    San Diego, CA
    San Diego, CA
  • 2020-06-03 → 2021-04-13
    Td Ameritrade Investment Management, Llc
    San Diego, CA
    San Diego, CA
Other Businesses

OBA-131498|OrgNmn:Walsh College|Org Addr:Troy,Michigan,US|OBA Nature:Adjunct faculty/instructor rol|Invst Rel:N|Title:Employee|Duties:Teach assinged academic courses and participate in academic disseration committee service as requested.|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-120532|OrgNmn:uilding a Collaborative Culture: Strategies for a Pos|Org Addr:Shelby Twp,Michigan,US|OBA Nature:Book on Leadership|Invst Rel:N|Title:Author|Duties:Book on Leadership|StrtDt:|TotHrs/mon:0.01|TrdHrs/mon:0|OBA-120533|OrgNmn:Textbooks on Leadership|Org Addr:Shelby Twp,Michigan,US|OBA Nature:Leadership Textbooks to be use|Invst Rel:N|Title:Author|Duties:Author|StrtDt:|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-18
S63 Uniform Securities Agent State Law Examination 2015-07-20
  • S66 Uniform Combined State Law Examination
    2018-05-18
  • S63 Uniform Securities Agent State Law Examination
    2015-07-20
Other Names
  • Cynthia Yelda

View on SEC IAPD

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