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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
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

Delray Beach, FL • United States

3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709 • 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 Investments Jacksonville FL 06/2020 Present
American Pools Cherry Hill NJ 04/2014 08/2018
Ewing/Cona Wealth Management At Hightower Advisors Marlton NJ 06/2019 08/2019
High Point University High Point NC 08/2016 05/2020
Gj Styles High Point NC 10/2019 10/2019
Fox Hollow Lawn Care Cherry Hill NJ 05/2017 04/2020
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → Present
    Fidelity Investments
    Jacksonville, FL
  • 04/2014 → 08/2018
    American Pools
    Cherry Hill, NJ
  • 06/2019 → 08/2019
    Ewing/Cona Wealth Management At Hightower Advisors
    Marlton, NJ
  • 08/2016 → 05/2020
    High Point University
    High Point, NC
  • 10/2019 → 10/2019
    Gj Styles
    High Point, NC
  • 05/2017 → 04/2020
    Fox Hollow Lawn Care
    Cherry Hill, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-02-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-12
  • S66 Uniform Combined State Law Examination
    2021-01-12
Other Names
  • Ian Michael Sheekey

View on SEC IAPD

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