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Isabelle Grace Ledford

Strategic Advisers LLC

Dunwoody, GA

Marietta, GA

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

Branch Locations

127 Perimeter Center West, Dunwoody, GA 30346-1223 • United States

Marietta, GA • 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
Atlanta Swim Association Atlanta GA 05/2015 05/2020
Georgia Southern University Statesboro GA 08/2017 05/2021
Northview High School Duluth GA 08/2013 05/2017
Fidelity Investments Dunwoody GA 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → 05/2020
    Atlanta Swim Association
    Atlanta, GA
  • 08/2017 → 05/2021
    Georgia Southern University
    Statesboro, GA
  • 08/2013 → 05/2017
    Northview High School
    Duluth, GA
  • 06/2021 → Present
    Fidelity Investments
    Dunwoody, GA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Dunwoody, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-27
S63 Uniform Securities Agent State Law Examination 2021-11-20
  • S66 Uniform Combined State Law Examination
    2022-07-27
  • S63 Uniform Securities Agent State Law Examination
    2021-11-20
Other Names
  • Isabelle Bray
  • Isabelle Grace Bray

View on SEC IAPD

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TIMBERLAND INVESTMENT RESOURCES, LLC
COMPASS WEALTH MANAGEMENT, LLC
LIDO

Other Investors

ISAAC RAY WHITMORE
JOSHUA MENTLE
JASON MICHAEL JANSEN
RICARDO GUTIERREZ
GEORGE R SUCHIT
BRENT WALKER
TYLER LEGAULT
JAKE DANIEL CUSSON

Other Offices

NEWEDGE ADVISORS · Atlanta, GA
HWM WEALTH MANAGEMENT LLC · ATLANTA, GA
GALLAGHER FIDUCIARY ADVISORS, LLC · Atlanta, GA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Atlanta, GA
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC · Atlanta, GA
TIMBERLAND INVESTMENT RESOURCES, LLC · ATLANTA, GA
COMPASS WEALTH MANAGEMENT, LLC · ATLANTA, GA
LIDO · Atlanta, GA

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