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Carol Jean Cooperman

Strategic Advisers LLC

Morristown, NJ

Chatham, 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 2025-03-31
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

35 Morris Street, Morristown, NJ 07960-3919 • United States

Chatham, 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
School District Of The Chathams Chatham NJ 08/2013 06/2018
Unemployed Chatham NJ 07/2018 04/2019
Fidelity Investments Morristown NJ 04/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2013 → 06/2018
    School District Of The Chathams
    Chatham, NJ
  • 07/2018 → 04/2019
    Unemployed
    Chatham, NJ
  • 04/2019 → Present
    Fidelity Investments
    Morristown, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Morristown, NJ
Other Businesses

OBA-126072|OrgNmn:Saulette Properties LLC|Org Addr:St Petersb,Florida,US|OBA Nature:LLC for a rental property in F|Invst Rel:Y|Title:member|Duties:Day to day activities are handled by a realtor|StrtDt:02-01-26|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-11
S63 Uniform Securities Agent State Law Examination 2019-09-10
  • S65 Uniform Investment Adviser Law Examination
    2020-03-11
  • S63 Uniform Securities Agent State Law Examination
    2019-09-10
Designations

View on SEC IAPD

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Other Offices

EDWARD JONES · MORRISTOWN, NJ
CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC · MORRISTOWN, NJ
LPL FINANCIAL LLC · MORRISTOWN, NJ
KIELY CAPITAL MANAGEMENT, INC. · MORRISTOWN, NJ
LPL FINANCIAL LLC · MORRISTOWN, NJ
MML INVESTORS SERVICES, LLC · Morristown, NJ
EQUITABLE ADVISORS, LLC · MORRISTOWN, NJ
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