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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Ashburn, VA • United States

20465 Exchange St, Ashburn, VA 20147-5940 • 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 Investments Roslyn NY 03/2016 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2016 → Present
    Fidelity Investments
    Roslyn, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-11-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bronx, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-07
S63 Uniform Securities Agent State Law Examination 2016-09-23
  • S66 Uniform Combined State Law Examination
    2020-08-07
  • S63 Uniform Securities Agent State Law Examination
    2016-09-23
Other Names
  • Esterlyn Ottenwarden

View on SEC IAPD

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