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Ian A Stewart

Strategic Advisers LLC

Princeton, NJ

Yardley, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
PA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

3518 Rte1 North The Square At West Windsor, Princeton, NJ 08540-5924 • United States

Yardley, PA • 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 05/2021
Walters Group Barnegat NJ 10/2017 03/2020
Hartford Funds Wayne PA 02/2015 10/2017
Unemployed Haddonfield NJ 04/2020 09/2020
Fidelity Investments Princeton NJ 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2020 → 05/2021
    Equitable Advisors, Llc
    New York, NY
  • 10/2017 → 03/2020
    Walters Group
    Barnegat, NJ
  • 02/2015 → 10/2017
    Hartford Funds
    Wayne, PA
  • 04/2020 → 09/2020
    Unemployed
    Haddonfield, NJ
  • 06/2021 → Present
    Fidelity Investments
    Princeton, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Princeton, NJ
  • 2021-03-31 → 2021-05-20
    Equitable Advisors, Llc
    New York, NY
Other Businesses

OBA-59919|OrgNmn:Acasa Enterprises|Org Addr:Yardley,Pennsylvan,US|OBA Nature:Rental Properties|Invst Rel:Y|Title:Owner|Duties:Owner|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-07
  • S66 Uniform Combined State Law Examination
    2020-10-07
Other Names
  • Ian Stewart
  • Ian Aherne Stewart

View on SEC IAPD

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