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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-07-22
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2026-07-22
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

7676 Hazard Ctr Dr Ste 820, San Diego, CA 92108-4516 • United States

7676 Hazard Ctr Dr Ste 820, San Diego, CA 92108-4516 • United States

Boulder, CO • 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 Brokerage Services Llc Fort Lauderdale FL 09/2015 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2015 → Present
    Fidelity Brokerage Services Llc
    Fort Lauderdale, FL
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    San Diego, CA
    San Diego, CA
  • 2015-11-25 → 2018-07-13
    Ft. Lauderdale, FL
    Ft. Lauderdale, FL
  • 2014-05-06 → 2015-09-11
    Msi Financial Services, Inc.
    Bellevue, WA
  • 2011-02-25 → 2012-08-28
    Msi Financial Services, Inc.
    San Diego, CA
  • 2008-12-08 → 2010-12-31
    Chattanooga, TN
    Boston, MA
  • 2006-10-24 → 2006-12-31
    John Hancock Distributors Llc
    Boston, MA
    Chattanooga, TN
  • 2005-06-17 → 2006-09-12
    Rockville, MD
    Gaithersburg, MD
Other Businesses

OBA-119329|OrgNmn:TRVLTrain|Org Addr:san diego,California,US|OBA Nature:Social Media page related to t|Invst Rel:N|Title:admin|Duties:posting pictures and videos related to travel and fitness|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-06-16
  • S66 Uniform Combined State Law Examination
    2005-06-16
Designations
Other Names
  • Will Gordon
  • William Byrd Gordon

View on SEC IAPD

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