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Lena F. Swiney

Strategic Advisers LLC

Harrisonburg, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Harrisonburg, VA • 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
Stern & Heatwole Financial Group, Pc Harrisonburg VA 05/2018 12/2021
Summit Financial Group Harrisonburg VA 07/2017 05/2018
Summit Financial Group Moorefield WV 05/2015 07/2017
Commonwealth Financial Network Waltham MA 01/2019 12/2021
Fidelity Investments Merrimack NH 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2018 → 12/2021
    Stern & Heatwole Financial Group, Pc
    Harrisonburg, VA
  • 07/2017 → 05/2018
    Summit Financial Group
    Harrisonburg, VA
  • 05/2015 → 07/2017
    Summit Financial Group
    Moorefield, WV
  • 01/2019 → 12/2021
    Commonwealth Financial Network
    Waltham, MA
  • 01/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Grottoes, VA
  • 2019-06-10 → 2021-12-17
    Commonwealth Financial Network
    Harrisonburg, VA
Other Businesses

OBA-100773|OrgNmn:The Blue Coop LLC|Org Addr:Grottoes,Virginia,US|OBA Nature:Husband is starting a woodwork|Invst Rel:N|Title:assistant |Duties:helping my husband with products and communicating with customers |StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-01
  • S66 Uniform Combined State Law Examination
    2019-06-01
Other Names
  • Feingold N Lena
  • Lena N Feingold
  • Lena F Swiney
  • Lena Swiney

View on SEC IAPD

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