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Arthur Courtenay Ellis

Strategic Advisers LLC

Arlington, VA

Arlington, VA

Arlington, VA

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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

4000 Wilson Blvd, Arlington, VA 22203-2088 • United States

4000 Wilson Blvd, Arlington, VA 22203-2088 • United States

Arlington, VA • 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
Morgan Stanley Washington DC 05/2018 06/2018
Unemployed Potomac MD 12/2017 05/2018
University Of Maryland - College Park College Park MD 08/2013 12/2017
Baskin Robbins Potomac MD 08/2012 12/2017
Fidelity Investments Alexandria VA 11/2018 Present
Unemployed Potomac MD 07/2018 11/2018
Fidelity Investments Boston MA 03/2025 Present
  • 05/2018 → 06/2018
    Morgan Stanley
    Washington, DC
  • 12/2017 → 05/2018
    Unemployed
    Potomac, MD
  • 08/2013 → 12/2017
    University Of Maryland - College Park
    College Park, MD
  • 08/2012 → 12/2017
    Baskin Robbins
    Potomac, MD
  • 11/2018 → Present
    Fidelity Investments
    Alexandria, VA
  • 07/2018 → 11/2018
    Unemployed
    Potomac, MD
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-01-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Alexandria, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-04
S63 Uniform Securities Agent State Law Examination 2019-04-03
  • S66 Uniform Combined State Law Examination
    2019-11-04
  • S63 Uniform Securities Agent State Law Examination
    2019-04-03
Designations
Other Names
  • Arthur Ellis
  • Arthur C Ellis

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
CORETEGIC CAPITAL, LLC
WENDROFF WEALTH ADVISORS
LPL FINANCIAL LLC

Other Investors

MICHAEL ANTHONY GARCIA
DAMIEN Rolando BARROS
Karla Maria Calcano Jimenez
Grace Regina Borger
ELVIS CASTRO
Dwight H Cates
Darryl Joseph Elliott
ALEXANDER NGUYEN

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Arlington, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ARLINGTON, VA
DELIBERATE CAPITAL · ARLINGTON, VA
WELLS FARGO CLEARING SERVICES, LLC · ARLINGTON, VA
ALLSTATE FINANCIAL ADVISORS, LLC · Arlington, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · Arlington, VA
CORETEGIC CAPITAL, LLC · ARLINGTON, VA
WELLS FARGO CLEARING SERVICES, LLC · ARLINGTON, VA

More in Arlington, VA

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