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Blake Winters

Strategic Advisers LLC

Oakland, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Oakland, CA • 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 Reno NV 03/2016 08/2017
The Vanguard Group, Inc. Malvern PA 09/2017 01/2018
Janney Montgomery Scott Llc Philadelphia PA 04/2018 12/2019
Royal Alliance Associates, Inc. Sheridan WY 07/2020 01/2022
Unemployed Philadelphia PA 12/2019 07/2020
Financial Dimensions Group, Inc. Sheridan WY 07/2020 01/2022
Fidelity Investments Palo Alto CA 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2016 → 08/2017
    Fidelity Investments
    Reno, NV
  • 09/2017 → 01/2018
    The Vanguard Group, Inc.
    Malvern, PA
  • 04/2018 → 12/2019
    Janney Montgomery Scott Llc
    Philadelphia, PA
  • 07/2020 → 01/2022
    Royal Alliance Associates, Inc.
    Sheridan, WY
  • 12/2019 → 07/2020
    Unemployed
    Philadelphia, PA
  • 07/2020 → 01/2022
    Financial Dimensions Group, Inc.
    Sheridan, WY
  • 01/2022 → Present
    Fidelity Investments
    Palo Alto, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Leandro, CA
  • 2021-06-29 → 2022-02-10
    Financial Dimensions Group, Inc.
    Arden Hills, MN
    Sheridan, WY
  • 2021-07-09 → 2022-01-18
    Osaic Wealth, Inc.
    Sheridan, WY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-22
  • S66 Uniform Combined State Law Examination
    2016-11-22
Other Names
  • Blake Winters
  • Blake Ralph Winters

View on SEC IAPD

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