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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 2026-03-16
MI RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-03-16
  • MI RA
    APPROVED
    Since 2025-03-31

Branch Locations

Pinckney, MI • United States

500 E. Eisenhower Pkwy Ste 100, Ann Arbor, MI 48108-3349 • 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
Edward Jones St Louis MO 08/2019 11/2023
General Electric Vanburen MI 07/2010 07/2019
Fidelity Investments Ann Arbor MI 11/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2019 → 11/2023
    St Louis, MO
  • 07/2010 → 07/2019
    General Electric
    Vanburen, MI
  • 11/2023 → Present
    Fidelity Investments
    Ann Arbor, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Ann Arbor, MI
  • 2019-10-14 → 2023-11-06
    Canton, MI
    St Louis, MO
    Ypsilanti, MI
    Milan, MI
    Saline, MI
Other Businesses

OBA-120616|OrgNmn:Sea and Land Escapes LLC|Org Addr:Ann Arbor,Michigan,US|OBA Nature:Travel Advisor|Invst Rel:N|Title:Independent Contractor|Duties:Curate and book travel (vacations) for friends and family|StrtDt:09-08-25|TotHrs/mon:12|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-12
  • S66 Uniform Combined State Law Examination
    2019-10-12
Other Names
  • Angela June Richards
  • Angie Leaser
  • Angela Leaser

View on SEC IAPD

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