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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Rochester Hills, MI • 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
Fidelity Brokerage Services Llc Troy MI 04/2020 Present
N/A Trophy Club TX 01/2016 12/2016
N/A Rochester Hills MI 12/2016 09/2019
Independent Amazon Merchant Rochester Hills MI 09/2019 04/2020
Fidelity Investments Boston MA 03/2025 Present
  • 04/2020 → Present
    Fidelity Brokerage Services Llc
    Troy, MI
  • 01/2016 → 12/2016
    N/A
    Trophy Club, TX
  • 12/2016 → 09/2019
    N/A
    Rochester Hills, MI
  • 09/2019 → 04/2020
    Independent Amazon Merchant
    Rochester Hills, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-06-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Troy, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-28
  • S66 Uniform Combined State Law Examination
    2020-12-28
Other Names
  • Amy Rachelle Davis
  • Amy Rachelle Mello
  • Amy Rachelle Bertaut
  • Amy Rachelle Niedzwiecki

View on SEC IAPD

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