Best Investors Account Sign in

Sofia Brewington-Williams

Strategic Advisers LLC

Sea Cliff, NY

New York, NY

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-12-18
TX RA APPROVED 2025-12-18
  • NY RA
    APPROVED
    Since 2025-12-18
  • TX RA
    APPROVED
    Since 2025-12-18

Branch Locations

Sea Cliff, NY • United States

2070 Broadway, New York, NY 10023-2802 • 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
Thrive Therapy And Social Center San Jose CA 07/2020 08/2021
Ihss Watsonville CA 02/2019 12/2020
The Buttery Santa Cruz CA 05/2019 12/2019
Student Santa Cruz CA 09/2017 12/2020
Student North Hollywood CA 09/2004 06/2017
Unemployed Na CA 06/2017 09/2017
Northwestern Mutual Life Insurance Company Milwaukee WI 09/2021 04/2022
Northwestern Mutual Investment Services Llc Los Angeles CA 09/2021 04/2022
Fidelity Investments Pasadena CA 04/2022 Present
  • 07/2020 → 08/2021
    Thrive Therapy And Social Center
    San Jose, CA
  • 02/2019 → 12/2020
    Ihss
    Watsonville, CA
  • 05/2019 → 12/2019
    The Buttery
    Santa Cruz, CA
  • 09/2017 → 12/2020
    Student
    Santa Cruz, CA
  • 09/2004 → 06/2017
    Student
    North Hollywood, CA
  • 06/2017 → 09/2017
    Unemployed
    Na, CA
  • 09/2021 → 04/2022
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 09/2021 → 04/2022
    Northwestern Mutual Investment Services Llc
    Los Angeles, CA
  • 04/2022 → Present
    Fidelity Investments
    Pasadena, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-16
S63 Uniform Securities Agent State Law Examination 2023-02-28
  • S66 Uniform Combined State Law Examination
    2025-12-16
  • S63 Uniform Securities Agent State Law Examination
    2023-02-28
Other Names
  • Sofi Mae Williams
  • Sofi Williams
  • Sofia Mae Brewington-Williams

View on SEC IAPD

More in Sea Cliff, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor