Carla Mahoney Ott

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
OH	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

OH RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Willoughby, OH • 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
Fidelity Brokerage Services Llc	Woodmere Village	OH	05/2015	Present
Fidelity Investments	Boston	MA	03/2025	Present

05/2015 → Present

Fidelity Brokerage Services Llc

Woodmere Village, OH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-08-10 → 2025-03-31

Fidelity Personal And Workplace Advisors

Woodmere Village, OH

Other Businesses

OBA-114031|OrgNmn:Divine Word Catholic Church|Org Addr:Kirtland,Ohio,US|OBA Nature:Church|Invst Rel:Y|Title:Finance Council Member|Duties:Review Financial Statements quarterly|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-115380|OrgNmn:DoorDash inc|Org Addr:san fransi,California,US|OBA Nature:Deliver goods|Invst Rel:N|Title:Benefits and Planning Consultant|Duties:Drive, pick up goods, deliver goods|StrtDt:12-02-24|TotHrs/mon:20|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-07-17
S63	Uniform Securities Agent State Law Examination	2015-08-31

S66 Uniform Combined State Law Examination

2017-07-17
S63 Uniform Securities Agent State Law Examination

2015-08-31

Other Names

Carla Mahoney
Carla L Mahoney
Carla L Mahoney Ott

View on SEC IAPD

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