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Julia Strickland

Strategic Advisers LLC

Fairfield, CT

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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 2026-07-14
CT RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-07-14
  • CT RA
    APPROVED
    Since 2025-03-31

Branch Locations

1261 Post Road, Fairfield, CT 06824-6072 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated North Haven CT 09/2019 09/2023
Bank Of America, N.A. North Haven CT 09/2019 09/2023
Yale University Office Of Development New Haven CT 05/2015 08/2019
Yale University New Haven CT 08/2014 05/2019
Yale University New Haven CT 05/2015 08/2019
Fidelity Investments New Haven CT 09/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2019 → 09/2023
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    North Haven, CT
  • 09/2019 → 09/2023
    Bank Of America, N.A.
    North Haven, CT
  • 05/2015 → 08/2019
    Yale University Office Of Development
    New Haven, CT
  • 08/2014 → 05/2019
    Yale University
    New Haven, CT
  • 05/2015 → 08/2019
    Yale University
    New Haven, CT
  • 09/2023 → Present
    Fidelity Investments
    New Haven, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New Haven, CT
  • 2020-12-16 → 2023-10-05
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    North Haven, CT
    New York, NY
    East Haven, CT
    Orange, CT
    Milford, CT
    Milford, CT
    Orange, CT
    Trumbull, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-15
  • S66 Uniform Combined State Law Examination
    2020-12-15
Other Names
  • Yuliya Valeryievna Loban
  • Julia Valeryievna Strickland
  • Julia Strickland

View on SEC IAPD

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Other Investors

SEAN MCGORDAN LALLJEE
JONATHAN DAVID JAROW
PETER JULIAN DEE
ALEJANDRO MICHAEL VITERI
Steven Mark Guillotel
PAUL JOHN DEARCE
MICHAEL BRADEN GOLEMBIESKY
David Kenneth Galuskin

Other Offices

HERBERT J. SIMS CAPITAL MANAGEMENT, INC. · FAIRFIELD, CT
MONECO ADVISORS · FAIRFIELD, CT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fairfield, CT
MONECO ADVISORS · FAIRFIELD, CT
JANNEY MONTGOMERY SCOTT LLC · Fairfield, CT
EDGEWOOD CAPITAL ADVISORS, LLC · SOUTHPORT, CT
AMERIPRISE FINANCIAL SERVICES, LLC · Southport, CT
DAYMARK WEALTH PARTNERS, LLC · Southport, CT

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