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Anthony Herbstsomer

Strategic Advisers LLC

Philadelphia, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Philadelphia, PA • 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
Pruco Securities, Llc Marlton NJ 04/2018 03/2021
The Merion Cinnaminson NJ 04/2018 03/2021
Amazon Warehouse Florence NJ 06/2017 03/2018
The Merion Cinnaminson NJ 07/2014 04/2018
The Prudential Insurance Company Of America Marlton NJ 10/2018 03/2021
Rutgers University Camden NJ 09/2016 12/2018
Fidelity Investments Merrimack NH 03/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2018 → 03/2021
    Pruco Securities, Llc
    Marlton, NJ
  • 04/2018 → 03/2021
    The Merion
    Cinnaminson, NJ
  • 06/2017 → 03/2018
    Amazon Warehouse
    Florence, NJ
  • 07/2014 → 04/2018
    The Merion
    Cinnaminson, NJ
  • 10/2018 → 03/2021
    The Prudential Insurance Company Of America
    Marlton, NJ
  • 09/2016 → 12/2018
    Rutgers University
    Camden, NJ
  • 03/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-05-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
  • 2020-08-24 → 2021-03-30
    Pruco Securities, Llc.
    Marlton, NJ
    Marlton, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-20
S63 Uniform Securities Agent State Law Examination 2018-09-27
  • S65 Uniform Investment Adviser Law Examination
    2020-08-20
  • S63 Uniform Securities Agent State Law Examination
    2018-09-27
Other Names
  • Anthony John-Michael Herbstsomer

View on SEC IAPD

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