Susannah Terrell Stuckey

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-03-31
WA	RA	APPROVED	2025-03-31

TX RA
APPROVED_RES

Since 2025-03-31
WA RA
APPROVED

Since 2025-03-31

Branch Locations

Kirkland, WA • United States

18825 33Rd Ave W Ste 200, Lynnwood, WA 98036-4747 • 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

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Portland	OR	04/2016	11/2019
Charles Schwab Bank	Portland	OR	05/2018	11/2019
Aldrich Wealth Lp	Lake Oswego	OR	11/2019	02/2020
Fidelity Brokerage Services Llc	Lynnwood	WA	02/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

04/2016 → 11/2019

Charles Schwab & Co., Inc.

Portland, OR
05/2018 → 11/2019

Charles Schwab Bank

Portland, OR
11/2019 → 02/2020

Aldrich Wealth Lp

Lake Oswego, OR
02/2020 → Present

Fidelity Brokerage Services Llc

Lynnwood, WA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-05-11 → 2025-03-31

Fidelity Personal And Workplace Advisors

Lynnwood, WA
2019-11-19 → 2020-02-20

Aldrich Wealth Lp

Lake Oswego, OR
2017-10-24 → 2019-11-21

Charles Schwab & Co., Inc.

Phoenix, AZ

Lake Oswego, OR

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-10-24
S63	Uniform Securities Agent State Law Examination	2016-11-03

S66 Uniform Combined State Law Examination

2017-10-24
S63 Uniform Securities Agent State Law Examination

2016-11-03

View on SEC IAPD

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