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Yvan Medard

Strategic Advisers LLC

Brooklyn, NY

New York City, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Brooklyn, NY • United States

165 Broadway, New York City, NY 10006-1404 • 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
Equitable Advisors Llc New York NY 01/2022 02/2022
Skechers Boca Raton FL 08/2021 01/2022
Sequel Youth Services Sioux Falls SD 12/2019 05/2021
Northwestern Mutual Sioux Falls SD 03/2020 01/2021
University Of Sioux Falls Sioux Falls SD 02/2018 05/2020
Los Angeles Valley College Valley Glen CA 02/2016 01/2018
Fidelity Investments New York NY 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2022 → 02/2022
    Equitable Advisors Llc
    New York, NY
  • 08/2021 → 01/2022
    Skechers
    Boca Raton, FL
  • 12/2019 → 05/2021
    Sequel Youth Services
    Sioux Falls, SD
  • 03/2020 → 01/2021
    Northwestern Mutual
    Sioux Falls, SD
  • 02/2018 → 05/2020
    University Of Sioux Falls
    Sioux Falls, SD
  • 02/2016 → 01/2018
    Los Angeles Valley College
    Valley Glen, CA
  • 02/2022 → Present
    Fidelity Investments
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York City, NY
    Brooklyn, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-06
S63 Uniform Securities Agent State Law Examination 2021-10-23
  • S66 Uniform Combined State Law Examination
    2024-04-06
  • S63 Uniform Securities Agent State Law Examination
    2021-10-23
Other Names
  • Yvan Joseph Medard
  • Yvan Medard

View on SEC IAPD

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