Harryson Franz

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
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

San Diego, CA • United States

16745 West Bernardo Drive Suite 110, San Diego, CA 92127-1908 • 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
Us Bank	Solona Beach	CA	05/2015	12/2016
U.S. Bancorp Investments, Inc.	Solona Beach	CA	06/2016	12/2016
Jp Morgan Chase Bank	San Diego	CA	12/2016	02/2020
Jp Morgan Securities Llc	San Diego	CA	12/2016	02/2020
Fidelity Brokerage Services Llc	San Diego	CA	03/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

05/2015 → 12/2016

Us Bank

Solona Beach, CA
06/2016 → 12/2016

U.S. Bancorp Investments, Inc.

Solona Beach, CA
12/2016 → 02/2020

Jp Morgan Chase Bank

San Diego, CA
12/2016 → 02/2020

Jp Morgan Securities Llc

San Diego, CA
03/2020 → Present

Fidelity Brokerage Services Llc

San Diego, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-04-01 → 2025-03-31

Fidelity Personal And Workplace Advisors

San Diego, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-01-15
S63	Uniform Securities Agent State Law Examination	2016-08-09

S65 Uniform Investment Adviser Law Examination

2021-01-15
S63 Uniform Securities Agent State Law Examination

2016-08-09

Other Names

Harryson Maxwell Franz

View on SEC IAPD

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