Stone Mitchell

Strategic Advisers LLC

Garden City, NY

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

NY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Long Beach, NY • United States

1130 Franklin Avenue, Garden City, NY 11530-1687 • 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
Morgan Stanley	Melville	NY	08/2018	06/2021
Gesture	New York	NY	04/2018	08/2018
College	Ann Arbor	MI	07/2013	12/2017
Galvanize	New York	NY	01/2018	04/2018
Morgan Stanley Private Bank, N.A.	New York	NY	03/2019	06/2021
Fidelity Investments	Garden City	NY	06/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2018 → 06/2021

Morgan Stanley

Melville, NY
04/2018 → 08/2018

Gesture

New York, NY
07/2013 → 12/2017

College

Ann Arbor, MI
01/2018 → 04/2018

Galvanize

New York, NY
03/2019 → 06/2021

Morgan Stanley Private Bank, N.A.

New York, NY
06/2021 → Present

Fidelity Investments

Garden City, NY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-07-19 → 2025-03-31

Fidelity Personal And Workplace Advisors

Garden City, NY
2019-03-22 → 2021-06-01

Morgan Stanley

Melville, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-03-22

S66 Uniform Combined State Law Examination

2019-03-22

Other Names

Stone Mitchell
Stone Ellis Mitchell

View on SEC IAPD

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