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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Tacoma, WA • 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
Unemployed University Place WA 08/2015 04/2017
Ridge Motorsports Park Shelton WA 04/2017 08/2017
Rossman Imagery Fircrest WA 06/2014 07/2021
True Wealth Financial Partners Bellevue WA 05/2020 07/2021
Lpl Financial, Llc Bellevue WA 05/2020 07/2021
Tacoma Community College Tacoma WA 09/2014 05/2017
The University Of Washington Tacoma Tacoma WA 09/2017 05/2019
Fidelity Investments Salt Lake City UT 06/2021 12/2021
Bank Of America, N.A. Tukwila WA 01/2022 02/2023
Merrill Lynch, Pierce, Fenner & Smith Incorporated Tukwila WA 01/2022 02/2023
Fidelity Investments Tukwila WA 03/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2015 → 04/2017
    Unemployed
    University Place, WA
  • 04/2017 → 08/2017
    Ridge Motorsports Park
    Shelton, WA
  • 06/2014 → 07/2021
    Rossman Imagery
    Fircrest, WA
  • 05/2020 → 07/2021
    True Wealth Financial Partners
    Bellevue, WA
  • 05/2020 → 07/2021
    Lpl Financial, Llc
    Bellevue, WA
  • 09/2014 → 05/2017
    Tacoma Community College
    Tacoma, WA
  • 09/2017 → 05/2019
    The University Of Washington Tacoma
    Tacoma, WA
  • 06/2021 → 12/2021
    Fidelity Investments
    Salt Lake City, UT
  • 01/2022 → 02/2023
    Bank Of America, N.A.
    Tukwila, WA
  • 01/2022 → 02/2023
    Tukwila, WA
  • 03/2023 → Present
    Fidelity Investments
    Tukwila, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tukwila, WA
  • 2022-01-19 → 2023-02-01
    Renton, WA
    Tukwila, WA
    Tukwila, WA
  • 2021-08-06 → 2021-12-06
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-11
  • S66 Uniform Combined State Law Examination
    2021-02-11
Other Names
  • Blake Rossman
  • Blake A Rossman

View on SEC IAPD

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