Aspen Woods

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

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

TX RA
APPROVED

Since 2025-03-31
WA RA
APPROVED

Since 2025-03-31

Branch Locations

Vancouver, WA • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Pennington	NJ	06/2019	05/2021
All State	San Antonio	TX	03/2019	06/2019
K.MCcoy Inc	Hamilton	NJ	07/2018	03/2019
Mercedes Benz Of Princeton	Lawrenceville	NJ	05/2015	07/2018
Spectrum	Vancouver	WA	08/2021	11/2021
Fidelity Investments	Vancouver	WA	11/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2019 → 05/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Pennington, NJ
03/2019 → 06/2019

All State

San Antonio, TX
07/2018 → 03/2019

K.MCcoy Inc

Hamilton, NJ
05/2015 → 07/2018

Mercedes Benz Of Princeton

Lawrenceville, NJ
08/2021 → 11/2021

Spectrum

Vancouver, WA
11/2021 → Present

Fidelity Investments

Vancouver, WA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-10-05 → 2025-03-31

Fidelity Personal And Workplace Advisors

Vancouver, WA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-09-27
S63	Uniform Securities Agent State Law Examination	2020-03-06

S66 Uniform Combined State Law Examination

2023-09-27
S63 Uniform Securities Agent State Law Examination

2020-03-06

Other Names

Adam S Gelfand
Adam Gelfand
Adam Scott Gelfand

View on SEC IAPD

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