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Jeremy Milo

Strategic Advisers LLC

Alexandria, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
VA RA APPROVED 2025-03-31
WA RA APPROVED 2025-03-31
  • MD RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Alexandria, 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
The Law Office Of Jeremy J. Milo, Pllc Alexandria VA 07/2011 02/2020
Bloomberg Industry Group Arlington VA 01/2013 02/2020
Fidelity Investments Mclean VA 02/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2011 → 02/2020
    The Law Office Of Jeremy J. Milo, Pllc
    Alexandria, VA
  • 01/2013 → 02/2020
    Bloomberg Industry Group
    Arlington, VA
  • 02/2020 → Present
    Fidelity Investments
    Mclean, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-12-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tysons Corner, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-14
  • S66 Uniform Combined State Law Examination
    2020-11-14
Other Names
  • Jeremy Jim Milo
  • Jeremy Milo

View on SEC IAPD

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