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Fritjof Stei

Strategic Advisers LLC

Orlando, FL

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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
  • FL RA
    APPROVED
    Since 2025-03-31

Branch Locations

Orlando, FL • 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
Thrivent Investment Management Inc Orlando FL 03/2016 10/2019
Thrivent Financial Appleton WI 08/2016 10/2019
Self Employed Business Consultant Orlando FL 10/2019 01/2020
Gwn Securities, Inc. Palm Beach Gardens FL 01/2020 06/2020
Self Employed Business Consultant Orlando FL 06/2020 06/2021
Fidelity Investments Orlando FL 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2016 → 10/2019
    Thrivent Investment Management Inc
    Orlando, FL
  • 08/2016 → 10/2019
    Thrivent Financial
    Appleton, WI
  • 10/2019 → 01/2020
    Self Employed Business Consultant
    Orlando, FL
  • 01/2020 → 06/2020
    Gwn Securities, Inc.
    Palm Beach Gardens, FL
  • 06/2020 → 06/2021
    Self Employed Business Consultant
    Orlando, FL
  • 06/2021 → Present
    Fidelity Investments
    Orlando, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-10-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Orlando, FL
  • 2020-01-10 → 2020-06-29
    Gwn Securities Inc.
    Orlando, FL
    Palm Beach Gardens, FL
    Palm Beach Gardens, FL
    Orlando, FL
  • 2016-05-25 → 2019-10-21
    Thrivent Investment Management Inc.
    Lake Nona, FL
    Heathrow, FL
    Orlando, FL
    Heathrow, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-23
  • S66 Uniform Combined State Law Examination
    2016-05-23
Other Names
  • Fritz K Stei
  • Fritjof Konrad Stei

View on SEC IAPD

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