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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-30
NY RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-07-30
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Parrish, FL • 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 White Plains NY 11/2018 12/2021
Unemployed White Plains NY 04/2018 11/2018
Boar's Head Brand Sarasota FL 08/2016 04/2018
Prudential Insurance Company Of America White Plains NY 11/2018 12/2021
The Prudential Insurance Company Of America White Plains NY 04/2019 12/2021
Fidelity Investments Merrimack NH 12/2021 07/2025
Strategic Advisers Llc Boston MA 03/2025 07/2025
Strategic Advisers Llc Jacksonville FL 07/2025 Present
Fidelity Brokerage Services Llc Jacksonville FL 07/2025 Present
  • 11/2018 → 12/2021
    White Plains, NY
  • 04/2018 → 11/2018
    Unemployed
    White Plains, NY
  • 08/2016 → 04/2018
    Boar's Head Brand
    Sarasota, FL
  • 11/2018 → 12/2021
    Prudential Insurance Company Of America
    White Plains, NY
  • 04/2019 → 12/2021
    The Prudential Insurance Company Of America
    White Plains, NY
  • 12/2021 → 07/2025
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → 07/2025
    Boston, MA
  • 07/2025 → Present
    Jacksonville, FL
  • 07/2025 → Present
    Fidelity Brokerage Services Llc
    Jacksonville, FL
Previous Registrations
  • 2022-03-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    White Plains, NY
  • 2019-05-30 → 2021-12-09
    White Plains, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-26
  • S66 Uniform Combined State Law Examination
    2019-03-26
Other Names
  • Dean Lee Lowden

View on SEC IAPD

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