Lindsay Takacs

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

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

CA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

San Diego, CA • United States

7676 Hazard Ctr Dr Ste 820, San Diego, CA 92108-4516 • 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
Fidelity Brokerage Services Llc	San Jose	CA	06/2018	Present
Barre3	Santa Barbara	CA	07/2017	06/2018
Rudy's	Santa Barbara	CA	07/2017	09/2017
Bar Method	Campbell	CA	06/2016	09/2016
Doordash	San Jose	CA	05/2016	12/2017
Fidelity Investments	Boston	MA	03/2025	Present

06/2018 → Present

Fidelity Brokerage Services Llc

San Jose, CA
07/2017 → 06/2018

Barre3

Santa Barbara, CA
07/2017 → 09/2017

Rudy's

Santa Barbara, CA
06/2016 → 09/2016

Bar Method

Campbell, CA
05/2016 → 12/2017

Doordash

San Jose, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-10-27 → 2025-03-31

Fidelity Personal And Workplace Advisors

San Jose, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-10-05
S63	Uniform Securities Agent State Law Examination	2019-06-13

S65 Uniform Investment Adviser Law Examination

2020-10-05
S63 Uniform Securities Agent State Law Examination

2019-06-13

Other Names

Lindsay Suzanne Takacs

View on SEC IAPD

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