Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-31
WI RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • WI RA
    APPROVED
    Since 2025-03-31

Branch Locations

Wauwatosa, WI • United States

Wauwatosa, WI • United States

600 N Barker Road, Brookfield, WI 53045-5982 • 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 Brokerage Services Llc Mequon WI 06/2018 Present
Fidelity Investments Mequon WI 02/2018 05/2018
Unemployed Wauwatosa WI 10/2017 02/2018
United States Army Madison WI 06/2015 09/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → Present
    Fidelity Brokerage Services Llc
    Mequon, WI
  • 02/2018 → 05/2018
    Fidelity Investments
    Mequon, WI
  • 10/2017 → 02/2018
    Unemployed
    Wauwatosa, WI
  • 06/2015 → 09/2017
    United States Army
    Madison, WI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-05-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Brookfield, WI
Other Businesses

OBA-115151|OrgNmn:Fun-O-Leers|Org Addr:Milwaukee,Wisconsin,US|OBA Nature:fraternal social club with a c|Invst Rel:N|Title:Officer|Duties:nominated to be treasurer of club for calendar year 2025|StrtDt:01-12-25|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-25
  • S66 Uniform Combined State Law Examination
    2019-01-25
Other Names
  • Bryan Andrew Donovan

View on SEC IAPD

More in Wauwatosa, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor