Lauren Ocasio

Strategic Advisers LLC

Springfield, NJ

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

NJ RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Springfield, NJ • United States

150 Essex St, Millburn, NJ 07041-1631 • 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

Organization	City	State	From	To
Aftercare For Springfield Public Schools	Springfield	NJ	09/2014	09/2017
Acres Title Agency	Millburn	NJ	09/2017	07/2019
Unemployed	Springfield	NJ	07/2019	03/2020
Jacobs Berger, Llc	Morristown	NJ	03/2020	11/2020
Unemployed	Springfield	NJ	11/2020	09/2021
Fidelity Investments	Millburn	NJ	09/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2014 → 09/2017

Aftercare For Springfield Public Schools

Springfield, NJ
09/2017 → 07/2019

Acres Title Agency

Millburn, NJ
07/2019 → 03/2020

Unemployed

Springfield, NJ
03/2020 → 11/2020

Jacobs Berger, Llc

Morristown, NJ
11/2020 → 09/2021

Unemployed

Springfield, NJ
09/2021 → Present

Fidelity Investments

Millburn, NJ
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-05-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Millburn, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-04-14

S66 Uniform Combined State Law Examination

2022-04-14

Other Names

Lauren Ann Ocasio
Lauren Ocasio

View on SEC IAPD

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