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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Frederick, MD • United States

10101 Twin Rivers Rd, Columbia, MD 21044-2675 • 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
Us Coast Guard Station Shinnecock Hampton Bays NY 07/2014 07/2017
Us Coast Guard Station Sabine Sabine Pass TX 07/2017 08/2021
Fidelity Investments Houston TX 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2014 → 07/2017
    Us Coast Guard Station Shinnecock
    Hampton Bays, NY
  • 07/2017 → 08/2021
    Us Coast Guard Station Sabine
    Sabine Pass, TX
  • 08/2021 → Present
    Fidelity Investments
    Houston, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Houston, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-03
S63 Uniform Securities Agent State Law Examination 2022-03-05
  • S66 Uniform Combined State Law Examination
    2022-10-03
  • S63 Uniform Securities Agent State Law Examination
    2022-03-05
Other Names
  • Alex Justin Arter

View on SEC IAPD

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