Lindsey Broadhurst

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

Hingham, MA • United States

155 Congress St, Boston, MA 02110-2511 • 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 Investments Institutional Services Company, Inc.	Smithfield	RI	07/2015	08/2017
Fidelity Brokerage Services Llc	Boston	MA	08/2017	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2015 → 08/2017

Fidelity Investments Institutional Services Company, Inc.

Smithfield, RI
08/2017 → Present

Fidelity Brokerage Services Llc

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-09-09 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Other Businesses

OBA-95567|OrgNmn:Tibetan Center|Org Addr:Kingston,New York,US|OBA Nature:The Tibetan Center fundraises |Invst Rel:Y|Title:Board Member|Duties:Serve as a Board Member to act as a fiduciary towards staying true to the mission of the Tibeten Center.|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-06-16
S63	Uniform Securities Agent State Law Examination	2015-08-21

S66 Uniform Combined State Law Examination

2020-06-16
S63 Uniform Securities Agent State Law Examination

2015-08-21

Other Names

Lindsey Elizabeth Schmid
Lindsey Schmid
Lindsey Elizabeth Broadhurst

View on SEC IAPD

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