Vanessa N Perez

Strategic Advisers LLC

St. Augustine, FL

Jacksonville, FL

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Current Employers

Strategic Advisers Llc

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

Current Registrations

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

FL RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

St. Augustine, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
Brooks Rehabilitation	Jacksonville	FL	05/2015	04/2019
Smartbody Physical Therapy	Jacksonville	FL	06/2017	07/2018
Healthcore Wellness	Jacksonville	FL	08/2018	12/2018
Fidelity Brokerage Services Llc	Jacksonville	FL	04/2019	Present
Fidelity Investments	Boston	MA	03/2025	Present

05/2015 → 04/2019

Brooks Rehabilitation

Jacksonville, FL
06/2017 → 07/2018

Smartbody Physical Therapy

Jacksonville, FL
08/2018 → 12/2018

Healthcore Wellness

Jacksonville, FL
04/2019 → Present

Fidelity Brokerage Services Llc

Jacksonville, FL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-09-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Jacksonville, FL

St. Augustine, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-08-30
S63	Uniform Securities Agent State Law Examination	2019-07-08

S66 Uniform Combined State Law Examination

2024-08-30
S63 Uniform Securities Agent State Law Examination

2019-07-08

Other Names

Vanessa Nadine Perez
Vanessa Perez

View on SEC IAPD

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