Isaac W. Monkiewicz

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
SC	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

SC RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Greenville, SC • United States

210 South Main St, Greenville, SC 29601-2832 • 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

Organization	City	State	From	To
E*Trade Securities Llc	Sandy	UT	11/2020	Present
Jehovah's Witnesses	Wallkill	NY	05/2011	10/2018
Fta Transport	Salt Lake City	UT	11/2018	01/2019
Discover Financial Services	Salt Lake City	UT	02/2019	10/2020
Morgan Stanley	Sandy	UT	01/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

11/2020 → Present

E*Trade Securities Llc

Sandy, UT
05/2011 → 10/2018

Jehovah's Witnesses

Wallkill, NY
11/2018 → 01/2019

Fta Transport

Salt Lake City, UT
02/2019 → 10/2020

Discover Financial Services

Salt Lake City, UT
01/2023 → Present

Morgan Stanley

Sandy, UT
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-08-02 → 2025-03-31

Fidelity Personal And Workplace Advisors

Salt Lake City, UT

Greenville, SC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-07-30
S63	Uniform Securities Agent State Law Examination	2021-06-30

S66 Uniform Combined State Law Examination

2022-07-30
S63 Uniform Securities Agent State Law Examination

2021-06-30

Other Names

Isaac W Monkiewicz

View on SEC IAPD

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