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James A. Boyle

Strategic Advisers LLC

Summit, NJ

Bridgewater, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Summit, NJ • United States

750 Route 202 Suites 110, 430, Bridgewater, NJ 08807-5530 • 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
Massmutual Cranford NJ 04/2016 05/2019
Mml Investors Services Cranford NJ 06/2016 05/2019
Lpl Financial Llc Cranford NJ 05/2019 07/2020
Cetera Investment Advisers Llc Fort Lee NJ 07/2020 10/2021
Cetera Investment Services Llc St. Cloud MN 07/2020 10/2021
Investors Bank Fort Lee NJ 07/2020 10/2021
Fidelity Investments Bridgewater NJ 02/2022 Present
Unemployed Summit NJ 10/2021 02/2022
Fidelity Investments Boston MA 03/2025 Present
  • 04/2016 → 05/2019
    Massmutual
    Cranford, NJ
  • 06/2016 → 05/2019
    Mml Investors Services
    Cranford, NJ
  • 05/2019 → 07/2020
    Lpl Financial Llc
    Cranford, NJ
  • 07/2020 → 10/2021
    Cetera Investment Advisers Llc
    Fort Lee, NJ
  • 07/2020 → 10/2021
    Cetera Investment Services Llc
    St. Cloud, MN
  • 07/2020 → 10/2021
    Investors Bank
    Fort Lee, NJ
  • 02/2022 → Present
    Fidelity Investments
    Bridgewater, NJ
  • 10/2021 → 02/2022
    Unemployed
    Summit, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bridgewater, NJ
  • 2020-07-23 → 2021-10-22
    Cetera Investment Advisers Llc
    Fort Lee, NJ
  • 2019-06-25 → 2020-08-20
    Lpl Financial Llc
    Cranford, NJ
    Spring Lake, NJ
    Linden, NJ
    Cranford, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-06-12
S63 Uniform Securities Agent State Law Examination 2015-12-16
  • S65 Uniform Investment Adviser Law Examination
    2019-06-12
  • S63 Uniform Securities Agent State Law Examination
    2015-12-16
Other Names
  • James A Boyle
  • James Boyle

View on SEC IAPD

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