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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Woodridge, IL • United States

47 E Chicago Ave, Naperville, IL 60540-5325 • 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 Oak Brook IL 06/2021 Present
Renaissance Wealth Management Bloomington IL 08/2020 05/2021
Illinois State University Normal IL 08/2016 05/2021
Posto 31 La Grange IL 05/2018 07/2018
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → Present
    Fidelity Investments
    Oak Brook, IL
  • 08/2020 → 05/2021
    Renaissance Wealth Management
    Bloomington, IL
  • 08/2016 → 05/2021
    Illinois State University
    Normal, IL
  • 05/2018 → 07/2018
    Posto 31
    La Grange, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Oak Brook, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-02
  • S66 Uniform Combined State Law Examination
    2022-04-02
Other Names
  • Julia Mueller
  • Julia Elizabeth Mueller

View on SEC IAPD

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