Amy M. Schweitzer

Strategic Advisers LLC

Saint Johns, FL

Jacksonville, FL

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

FL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Saint Johns, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
Fidelity Brokerage Services Llc	Jacksonville	FL	06/2016	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2016 → Present

Fidelity Brokerage Services Llc

Jacksonville, FL
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Saint Johns, FL

Jacksonville, FL
2017-05-03 → 2018-07-13

Strategic Advisers Llc

Jacksonville, FL

Other Businesses

OBA-9761|OrgNmn:Park It Realty Inc|Org Addr:Ponte Vedr,Florida,US|OBA Nature:Real Estate|Invst Rel:Y|Title:Realtor|Duties:Sell homes|StrtDt:05-06-14|TotHrs/mon:2|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-04-27
S63	Uniform Securities Agent State Law Examination	2016-07-25

S66 Uniform Combined State Law Examination

2017-04-27
S63 Uniform Securities Agent State Law Examination

2016-07-25

Other Names

Amy Jeanne Michelsen
Amy Jeanne Pate
Amy Michelsen Schweitzer

View on SEC IAPD

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