Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-07-07
TX RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2026-07-07
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Chicago, IL • United States

1 Skokie Valley Road, Highland Park, IL 60035-4401 • 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 Novi MI 07/2021 Present
The Riviera Cinema Farmington MI 04/2016 01/2020
Doordash Ann Arbor MI 11/2020 07/2021
Delphi Technologies Troy MI 06/2018 08/2018
Delphi Technologies Troy MI 05/2019 08/2019
Unemployed N/A MI 01/2020 11/2020
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → Present
    Fidelity Investments
    Novi, MI
  • 04/2016 → 01/2020
    The Riviera Cinema
    Farmington, MI
  • 11/2020 → 07/2021
    Doordash
    Ann Arbor, MI
  • 06/2018 → 08/2018
    Delphi Technologies
    Troy, MI
  • 05/2019 → 08/2019
    Delphi Technologies
    Troy, MI
  • 01/2020 → 11/2020
    Unemployed
    N/A, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Novi, MI
Other Businesses

OBA-91253|OrgNmn:Etsy|Org Addr:Farmington,Michigan,US|OBA Nature:Selling Art|Invst Rel:N|Title:Sole Proprietor|Duties:Manage Website|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|OBA-97430|OrgNmn:StockX|Org Addr:Farmington,Michigan,US|OBA Nature:Selling shoes/apparel|Invst Rel:N|Title:Third-Party Seller|Duties:None. I just sell shoes that I no longer want.|StrtDt:|TotHrs/mon:0.5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-15
  • S66 Uniform Combined State Law Examination
    2022-03-15
Other Names
  • Blake Mercury Coleman
  • Blake Coleman

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor