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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Issaquah, WA • United States

304 Strander Blvd, Tukwila, WA 98188-2939 • 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
Symetra Life Insurance Company Bellevue WA 09/2019 02/2021
Symetra Via Robert Half Agency Bellevue WA 03/2019 09/2019
No- Maternity Leave And Unemployment Tsoran 04/2018 09/2018
Israel Discount Bank Herzliya, Raanana, Netanya, Tel-Aviv 05/2010 04/2018
No- Maternity Leave And Unemployment Redmond, Issaquah WA 09/2018 03/2019
Symetra Securities, Inc Bellevue WA 09/2019 02/2021
Fidelity Investments Tukwila WA 03/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2019 → 02/2021
    Symetra Life Insurance Company
    Bellevue, WA
  • 03/2019 → 09/2019
    Symetra Via Robert Half Agency
    Bellevue, WA
  • 04/2018 → 09/2018
    No- Maternity Leave And Unemployment
    Tsoran
  • 05/2010 → 04/2018
    Israel Discount Bank
    Herzliya, Raanana, Netanya, Tel-Aviv
  • 09/2018 → 03/2019
    No- Maternity Leave And Unemployment
    Redmond, Issaquah, WA
  • 09/2019 → 02/2021
    Symetra Securities, Inc
    Bellevue, WA
  • 03/2021 → Present
    Fidelity Investments
    Tukwila, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-04-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tukwila, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-23
S63 Uniform Securities Agent State Law Examination 2019-11-15
  • S65 Uniform Investment Adviser Law Examination
    2021-04-23
  • S63 Uniform Securities Agent State Law Examination
    2019-11-15
Designations
Other Names
  • Olena Gritsko

View on SEC IAPD

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