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Justin David Mann

Strategic Advisers LLC

Madison, WI

Middleton, WI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-01
WI RA APPROVED 2025-09-25
  • TX RA
    APPROVED
    Since 2025-10-01
  • WI RA
    APPROVED
    Since 2025-09-25

Branch Locations

Madison, WI • United States

8235 Greenway Blvd, Middleton, WI 53562-3581 • 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
Lou Malnatis Pizzeria Geneva IL 12/2016 08/2017
Student Elgin IL 08/2015 08/2017
Student Champaign IL 08/2017 09/2019
Rosatis Pizzeria Urbana IL 06/2018 06/2018
Northwestern Mutual Middleton WI 05/2024 03/2025
Agreach International Urbana IL 08/2018 12/2018
Unemployed Madison WI 03/2025 08/2025
Highpoint Financial Partners Lpl Financial Wheaton IL 09/2019 06/2020
Bank Of America Merrill Edge Rolling Meadows IL 06/2020 08/2022
Crystal Lake Aquatic Center Urbana IL 06/2018 08/2018
Heinz Brothers Greenhouse Saint Charles IL 02/2016 12/2016
Bank Of America Merrill Lynch Madison WI 08/2022 06/2024
Fidelity Investments Middleton WI 08/2025 Present
  • 12/2016 → 08/2017
    Lou Malnatis Pizzeria
    Geneva, IL
  • 08/2015 → 08/2017
    Student
    Elgin, IL
  • 08/2017 → 09/2019
    Student
    Champaign, IL
  • 06/2018 → 06/2018
    Rosatis Pizzeria
    Urbana, IL
  • 05/2024 → 03/2025
    Northwestern Mutual
    Middleton, WI
  • 08/2018 → 12/2018
    Agreach International
    Urbana, IL
  • 03/2025 → 08/2025
    Unemployed
    Madison, WI
  • 09/2019 → 06/2020
    Highpoint Financial Partners Lpl Financial
    Wheaton, IL
  • 06/2020 → 08/2022
    Bank Of America Merrill Edge
    Rolling Meadows, IL
  • 06/2018 → 08/2018
    Crystal Lake Aquatic Center
    Urbana, IL
  • 02/2016 → 12/2016
    Heinz Brothers Greenhouse
    Saint Charles, IL
  • 08/2022 → 06/2024
    Bank Of America Merrill Lynch
    Madison, WI
  • 08/2025 → Present
    Fidelity Investments
    Middleton, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-03
  • S66 Uniform Combined State Law Examination
    2020-02-03
Other Names
  • Justin Mann

View on SEC IAPD

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