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Steven David Barker

Strategic Advisers LLC

New York, NY

New York, NY

New York, NY

Long Island City, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2025-11-17
NY RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • VT RA
    APPROVED
    Since 2025-11-17
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

350 Park Ave, New York, NY 10022-6022 • United States

1120 6Th Ave Avenue Of The Americas, New York, NY 10036-6700 • United States

320 Park Avenue, New York, NY 10022-6815 • United States

Long Island City, NY • 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 Covington KY 04/2004 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2004 → Present
    Fidelity Brokerage Services Llc
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-08-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
  • 2006-05-08 → 2009-07-07
    Strategic Advisers Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-04-06
S63 Uniform Securities Agent State Law Examination 2005-10-25
  • S66 Uniform Combined State Law Examination
    2006-04-06
  • S63 Uniform Securities Agent State Law Examination
    2005-10-25
Other Names
  • Steven D Barker

View on SEC IAPD

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