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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

Fort Myers, FL • United States

6921 Daniels Parkway Suite 200, Fort Myers, FL 33912-1534 • 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
Equitable Advisors, Llc New York NY 10/2020 10/2022
Florida Gulf Coast University Fort Myers FL 01/2018 10/2020
Usa South Volleyball Club Estero FL 08/2018 07/2022
Middle Tennessee State University Murfreesboro TN 01/2017 12/2017
Davidson College Davidson NC 01/2016 12/2016
Fidelity Investments Covington KY 10/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2020 → 10/2022
    Equitable Advisors, Llc
    New York, NY
  • 01/2018 → 10/2020
    Florida Gulf Coast University
    Fort Myers, FL
  • 08/2018 → 07/2022
    Usa South Volleyball Club
    Estero, FL
  • 01/2017 → 12/2017
    Middle Tennessee State University
    Murfreesboro, TN
  • 01/2016 → 12/2016
    Davidson College
    Davidson, NC
  • 10/2022 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fort Myers, FL
Other Businesses

OBA-128729|OrgNmn:Chicago Realty LLC|Org Addr:Fort Myers,Florida,US|OBA Nature:residental real estate rentals|Invst Rel:Y|Title:Partner|Duties:Land Lords but will have another company do the maintenance. |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-17
S63 Uniform Securities Agent State Law Examination 2023-02-14
  • S66 Uniform Combined State Law Examination
    2023-07-17
  • S63 Uniform Securities Agent State Law Examination
    2023-02-14
Other Names
  • Stephanie Zielinski
  • Stephanie Zielinski
  • Stephanie Marie Zielinski
  • Stephanie Marie Chicago

View on SEC IAPD

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