Jeremy J. Phelps

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

Quincy, MA • United States

50 Derby St Ste 100, Hingham, MA 02043-3740 • 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

Organization	City	State	From	To
Pnc Investments	Cleveland	OH	06/2016	11/2018
Amundi Pioneer Asset Management, Inc.	Boston	MA	11/2018	10/2023
Fidelity Investments	Hingham	MA	11/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2016 → 11/2018

Pnc Investments

Cleveland, OH
11/2018 → 10/2023

Amundi Pioneer Asset Management, Inc.

Boston, MA
11/2023 → Present

Fidelity Investments

Hingham, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-03-06 → 2025-03-31

Fidelity Personal And Workplace Advisors

Hingham, MA
2021-01-04 → 2023-10-13

Amundi Asset Management Us, Inc.

Boston, MA
2018-11-14 → 2020-12-31

Amundi Pioneer Institutional Asset Management, Inc.

Boston, MA
2016-07-12 → 2018-11-01

Pnc Wealth Management Llc

Cleveland, OH
2015-11-12 → 2016-06-22

Msi Financial Services, Inc.

Highland Hills, OH

Madison, OH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-08-10

S66 Uniform Combined State Law Examination

2016-08-10

Designations

Other Names

Jeremy Phelps
Jeremy James Phelps

View on SEC IAPD

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