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James Stair

Strategic Advisers LLC

Columbus, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-31
KY RA APPROVED 2025-03-31
OH RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31

Branch Locations

Columbus, OH • 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
Fidelity Investments Blue Ash OH 12/2004 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2004 → Present
    Fidelity Investments
    Blue Ash, OH
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Smithfield, RI
    Columbus, OH
  • 2007-06-26 → 2018-07-13
    Strategic Advisers Llc
    Columbus, OH
    Covington, KY
    Highland Park, IL
    Columbus, OH
Other Businesses

OBA-109057|OrgNmn:Columbus Chill Youth Hockey Association (CCYHA)|Org Addr:Dublin,Ohio,US|OBA Nature:Youth Hockey Association|Invst Rel:Y|Title:Treasurer 2013AA Team|Duties:I would be again serving as the team treasurer. Responsible for collecting and monitoring the CCYHA organization treasurer to ensure teams ho|StrtDt:06-30-26|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-04-05
S63 Uniform Securities Agent State Law Examination 2005-07-11
  • S65 Uniform Investment Adviser Law Examination
    2007-04-05
  • S63 Uniform Securities Agent State Law Examination
    2005-07-11
Other Names
  • James Stair
  • James Edward Stair

View on SEC IAPD

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