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Isaac Van Puffelen

Strategic Advisers LLC

Savannah, GA

Hilton Head Island, SC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-03-31
SC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • GA RA
    APPROVED
    Since 2025-03-31
  • SC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Savannah, GA • United States

430 William Hilton Parkway Suite 305, Hilton Head Island, SC 29926-2409 • 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 Jacksonville FL 10/2020 Present
Biblia, Inc. Savannah GA 05/2019 10/2020
Covenant College Lookout Mountain, GA 08/2015 05/2019
Unum Chattanooga TN 04/2018 04/2019
Biblia, Inc. Savannah, GA 01/2012 01/2018
Covenant College Lookout Mountain GA 08/2015 04/2017
Covenant College Lookout Mountain, GA 04/2018 11/2018
Covenant College Lookout Mountain, GA 08/2017 04/2018
Covenant College Lookout Mountain, GA 04/2017 04/2018
Covenant College Lookout Mountain, GA 04/2016 04/2017
Fidelity Investments Boston MA 03/2025 Present
  • 10/2020 → Present
    Fidelity Investments
    Jacksonville, FL
  • 05/2019 → 10/2020
    Biblia, Inc.
    Savannah, GA
  • 08/2015 → 05/2019
    Covenant College
    Lookout Mountain,, GA
  • 04/2018 → 04/2019
    Unum
    Chattanooga, TN
  • 01/2012 → 01/2018
    Biblia, Inc.
    Savannah,, GA
  • 08/2015 → 04/2017
    Covenant College
    Lookout Mountain, GA
  • 04/2018 → 11/2018
    Covenant College
    Lookout Mountain,, GA
  • 08/2017 → 04/2018
    Covenant College
    Lookout Mountain,, GA
  • 04/2017 → 04/2018
    Covenant College
    Lookout Mountain,, GA
  • 04/2016 → 04/2017
    Covenant College
    Lookout Mountain,, GA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-19
S63 Uniform Securities Agent State Law Examination 2021-03-09
  • S66 Uniform Combined State Law Examination
    2023-04-19
  • S63 Uniform Securities Agent State Law Examination
    2021-03-09
Other Names
  • Isaac Castleman Van Puffelen
  • Isaac C Van Puffelen

View on SEC IAPD

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