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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Pinellas Park, FL • United States

28100 Us Hwy 19 N Ste 101, Clearwater, FL 33761-2657 • 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
Raymond James & Associates, Inc. St. Petersburg FL 09/2018 05/2019
Homemaking Seminole FL 03/2018 08/2018
Lularoe Heather Bickley Sarasota FL 10/2017 02/2018
Sirata Beach Resort And Conference Center St. Petersburg Beach FL 08/2010 09/2017
Fidelity Brokerage Services, Llc Clearwater FL 05/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2018 → 05/2019
    St. Petersburg, FL
  • 03/2018 → 08/2018
    Homemaking
    Seminole, FL
  • 10/2017 → 02/2018
    Lularoe Heather Bickley
    Sarasota, FL
  • 08/2010 → 09/2017
    Sirata Beach Resort And Conference Center
    St. Petersburg Beach, FL
  • 05/2019 → Present
    Fidelity Brokerage Services, Llc
    Clearwater, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-06-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Clearwater, FL
  • 2019-02-05 → 2019-05-07
    St. Petersburg, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-31
  • S66 Uniform Combined State Law Examination
    2019-01-31
Other Names
  • Melanie Amber Reese

View on SEC IAPD

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