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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Vero Beach, FL • United States

821 Beachland Blvd, Vero Beach, FL 32963-1606 • 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
Fidelity Brokerage Services Llc Vero Beach FL 11/2015 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2015 → Present
    Fidelity Brokerage Services Llc
    Vero Beach, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-12-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Vero Beach, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-08
S63 Uniform Securities Agent State Law Examination 2016-06-20
  • S65 Uniform Investment Adviser Law Examination
    2018-11-08
  • S63 Uniform Securities Agent State Law Examination
    2016-06-20
Other Names
  • Erica Jayne Snowberger

View on SEC IAPD

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