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Stephen R. Bonsall

Strategic Advisers LLC

Millburn, NJ

Jersey City, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-11-18
TX RA APPROVED 2025-11-17
  • NJ RA
    APPROVED
    Since 2025-11-18
  • TX RA
    APPROVED
    Since 2025-11-17

Branch Locations

150 Essex St, Millburn, NJ 07041-1631 • United States

Jersey City, NJ • 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
Smbc - Nikko Securities New York NY 10/2020 09/2021
Full-Time Education Chicago NJ 09/2016 06/2020
Ubs New York NY 09/2021 04/2025
Unemployed Westfield NJ 06/2020 10/2020
Unemployed Westfield NJ 04/2025 09/2025
Fidelity Investments Millburn NJ 10/2025 Present
  • 10/2020 → 09/2021
    Smbc - Nikko Securities
    New York, NY
  • 09/2016 → 06/2020
    Full-Time Education
    Chicago, NJ
  • 09/2021 → 04/2025
    Ubs
    New York, NY
  • 06/2020 → 10/2020
    Unemployed
    Westfield, NJ
  • 04/2025 → 09/2025
    Unemployed
    Westfield, NJ
  • 10/2025 → Present
    Fidelity Investments
    Millburn, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-18
S63 Uniform Securities Agent State Law Examination 2022-01-22
  • S66 Uniform Combined State Law Examination
    2025-10-18
  • S63 Uniform Securities Agent State Law Examination
    2022-01-22
Other Names
  • Stephen Richard Bonsall
  • Steve Bonsall
  • Stephen Bonsall

View on SEC IAPD

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Other Investors

DEBORAH DURRANT
MATTHEW J VALEYKO
CHRISTOPHER RAYMOND TOUMA
SEAN J HUMPHREY
SHERLYN MCMAHON
GERARD ERBECK
GABRIEL B BERKOWITZ
JAMAAL STANTON

Other Offices

SORYN IP CAPITAL MANAGEMENT · MILLBURN, NJ
CITIZENS SECURITIES, INC. · MILLBURN, NJ
EDWARD JONES · MILLBURN, NJ
LPL FINANCIAL LLC · MILLBURN, NJ
CHARLES SCHWAB & CO., INC. · Millburn, NJ
WELLS FARGO CLEARING SERVICES, LLC · MILLBURN, NJ
BELLWETHER CONSULTING LLC · MILLBURN, NJ
J.P. MORGAN SECURITIES LLC · MILLBURN, NJ

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