Steven W. Mayo

Strategic Advisers LLC

Coral Gables, FL

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

FL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Miami, FL • United States

121 Alhambra Plaza Ste 150 Alhambra Tower, Coral Gables, FL 33134-4522 • 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	Jacksonville	FL	03/2017	Present
University Of North Florida	Jacksonville	FL	08/2013	12/2016
Coopers Hawk Winery	Jacksonville	FL	09/2016	12/2016
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

03/2017 → Present

Fidelity Brokerage Services Llc

Jacksonville, FL
08/2013 → 12/2016

University Of North Florida

Jacksonville, FL
09/2016 → 12/2016

Coopers Hawk Winery

Jacksonville, FL
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Jacksonville, FL

Coral Gables, FL
2018-06-07 → 2018-07-13

Strategic Advisers Llc

Jacksonville, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2018-06-01
S63	Uniform Securities Agent State Law Examination	2017-04-19

S66 Uniform Combined State Law Examination

2018-06-01
S63 Uniform Securities Agent State Law Examination

2017-04-19

Other Names

Steven W Mayo
Steven W Mayo
Steven William Mayo

View on SEC IAPD

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