Jeffrey Michael Slattery

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
OH	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

OH RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Tipp City, OH • 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
Edward Jones	St Louis	MO	11/2018	04/2019
Holiday Inn Harbourside	Clearwater	FL	02/2012	07/2018
Unemployed	Charlotte	NC	08/2018	10/2018
Ally Invest Securities Llc	Charlotte	NC	12/2020	07/2021
Unemployed	Belmont	NC	04/2019	12/2020
Fidelity Investments	Charlotte	NC	07/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

11/2018 → 04/2019

Edward Jones

St Louis, MO
02/2012 → 07/2018

Holiday Inn Harbourside

Clearwater, FL
08/2018 → 10/2018

Unemployed

Charlotte, NC
12/2020 → 07/2021

Ally Invest Securities Llc

Charlotte, NC
04/2019 → 12/2020

Unemployed

Belmont, NC
07/2021 → Present

Fidelity Investments

Charlotte, NC
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-09-27 → 2025-03-31

Fidelity Personal And Workplace Advisors

Merrimack, NH

Tipp City, OH
2019-02-06 → 2019-04-11

Edward Jones

Charlotte, NC

St Louis, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-09-23

S66 Uniform Combined State Law Examination

2021-09-23

Other Names

Michael Slattery
J. Slattery

View on SEC IAPD

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