Neil Wada

Strategic Advisers LLC

Greenwood Village, CO

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

CO RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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
Bank Of America	Santa Monica	CA	08/2016	07/2019
Merrill Lynch, Pierce, Fenner Smith Incorporated	Santa Monica	CA	08/2016	06/2019
Jpmorgan Chase Bank, N.A.	Los Angeles	CA	10/2019	12/2020
J.P. Morgan Securities Llc	Los Angeles	CA	10/2019	12/2020
Unemployed	Culver City	CA	08/2019	09/2019
Fidelity Investments	Greenwood Village	CO	12/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2016 → 07/2019

Bank Of America

Santa Monica, CA
08/2016 → 06/2019

Merrill Lynch, Pierce, Fenner Smith Incorporated

Santa Monica, CA
10/2019 → 12/2020

Jpmorgan Chase Bank, N.A.

Los Angeles, CA
10/2019 → 12/2020

J.P. Morgan Securities Llc

Los Angeles, CA
08/2019 → 09/2019

Unemployed

Culver City, CA
12/2020 → Present

Fidelity Investments

Greenwood Village, CO
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-02-11 → 2025-03-31

Fidelity Personal And Workplace Advisors

Greenwood Village, CO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-07-24

S66 Uniform Combined State Law Examination

2019-07-24

Other Names

Neil Wada
Neil Alexander Wada

View on SEC IAPD

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