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Jeffery Fedele Depalma

Strategic Advisers LLC

Bethlehem, PA

Center Valley, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-13
PA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-01-13
  • PA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Bethlehem, PA • United States

2945 Center Valley Pkwy Suite 311, Center Valley, PA 18034-9033 • 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
Equitable Advisors Llc New York NY 05/2021 08/2023
Doordash San Francisco CA 06/2020 07/2021
Historic Hotel Bethlehem Bethlehem PA 10/2017 01/2021
Hanover Township Community Center Bethlehem PA 06/2015 09/2017
The Rockland Group Wealth Management Bethlehem PA 06/2019 08/2019
Pennsylvania State University State College PA 08/2017 05/2021
Liberty High School Bethlehem PA 08/2013 06/2017
Fidelity Investments Center Valley PA 08/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2021 → 08/2023
    Equitable Advisors Llc
    New York, NY
  • 06/2020 → 07/2021
    Doordash
    San Francisco, CA
  • 10/2017 → 01/2021
    Historic Hotel Bethlehem
    Bethlehem, PA
  • 06/2015 → 09/2017
    Hanover Township Community Center
    Bethlehem, PA
  • 06/2019 → 08/2019
    The Rockland Group Wealth Management
    Bethlehem, PA
  • 08/2017 → 05/2021
    Pennsylvania State University
    State College, PA
  • 08/2013 → 06/2017
    Liberty High School
    Bethlehem, PA
  • 08/2023 → Present
    Fidelity Investments
    Center Valley, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Center Valley, PA
  • 2021-12-15 → 2023-08-28
    Equitable Advisors, Llc
    Bala Cynwyd, PA
    Bethlehem, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-10
  • S66 Uniform Combined State Law Examination
    2021-12-10
Other Names
  • Jeffery F Depalma
  • Jeffery Depalma

View on SEC IAPD

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