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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • OK RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Edmond, OK • United States

1125 Nw 63Rd St Suite A, Nichols Hills, OK 73116-6504 • 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 06/2021 11/2021
Dls Events, Llc Los Angeles CA 03/2016 03/2020
Western Governors University Salt Lake City UT 09/2020 05/2021
Unemployed Edmnd OK 03/2020 09/2020
Fidelity Investments Plano TX 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → 11/2021
    New York, NY
  • 03/2016 → 03/2020
    Dls Events, Llc
    Los Angeles, CA
  • 09/2020 → 05/2021
    Western Governors University
    Salt Lake City, UT
  • 03/2020 → 09/2020
    Unemployed
    Edmnd, OK
  • 11/2021 → Present
    Fidelity Investments
    Plano, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Plano, TX
  • 2021-09-22 → 2021-11-10
    Oklahoma City, OK
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-17
  • S66 Uniform Combined State Law Examination
    2021-09-17
Other Names
  • Scott Hartman
  • Scott David Hartman

View on SEC IAPD

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