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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Phoenix, AZ • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Scottsdale AZ 07/2016 10/2020
Fidelity Investments Phoenix AZ 12/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → 10/2020
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 12/2020 → Present
    Fidelity Investments
    Phoenix, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-02-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2020-01-03 → 2020-10-21
    Scottsdale, AZ
Other Businesses

OBA-17465|OrgNmn:Rasta Wolf Records, LLC|Org Addr:Phoenix,Arizona,US|OBA Nature:Music Production|Invst Rel:N|Title:Member|Duties:Studio engineer and live event promoter.|StrtDt:03-08-19|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-20
S63 Uniform Securities Agent State Law Examination 2016-04-04
  • S66 Uniform Combined State Law Examination
    2019-12-20
  • S63 Uniform Securities Agent State Law Examination
    2016-04-04
Other Names
  • Dustin Glass
  • Dustin D Glass
  • Dusty Glass
  • Dustin Duff Glass

View on SEC IAPD

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