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Laila Zeman

Strategic Advisers LLC

Knoxville, TN

Knoxville, TN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Knoxville, TN • United States

11513 Parkside Drive, Knoxville, TN 37934-1976 • 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
Visions Federal Credit Union Endicott NY 02/2019 12/2022
Remliks Oyster Bar And Grille Binghamton NY 11/2016 11/2021
Binghamton University Binghamton NY 08/2013 06/2017
The Brass Lantern Tavern Binghamton NY 05/2014 11/2016
Lpl Financial Llc Johnson City NY 07/2020 12/2022
Fidelity Investments Knoxville TN 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2019 → 12/2022
    Visions Federal Credit Union
    Endicott, NY
  • 11/2016 → 11/2021
    Remliks Oyster Bar And Grille
    Binghamton, NY
  • 08/2013 → 06/2017
    Binghamton University
    Binghamton, NY
  • 05/2014 → 11/2016
    The Brass Lantern Tavern
    Binghamton, NY
  • 07/2020 → 12/2022
    Lpl Financial Llc
    Johnson City, NY
  • 01/2023 → Present
    Fidelity Investments
    Knoxville, TN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Knoxville, TN
  • 2022-10-07 → 2023-01-03
    Lpl Financial Llc
    Endicott, NY
    Johnson City, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-10-05
S63 Uniform Securities Agent State Law Examination 2020-12-16
  • S65 Uniform Investment Adviser Law Examination
    2022-10-05
  • S63 Uniform Securities Agent State Law Examination
    2020-12-16
Other Names
  • Laila Frank

View on SEC IAPD

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