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Amanda Brooks

Strategic Advisers LLC

Sterling, VA

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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
VA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Sterling, VA • 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
Charles Schwab & Co., Inc. Jacksonville FL 09/2020 02/2021
Charles Schwab Bank, Ssb Jacksonville FL 09/2020 02/2021
Merrill Lynch Jacksonville FL 10/2019 07/2020
Reliant Florida Consulting Jacksonville FL 07/2014 07/2020
Pontoon Solutions Jacksonville FL 03/2019 10/2019
Harvard University Cambridge MA 01/2015 05/2018
Estee Lauder, Inc. Cambridge MA 10/2016 11/2016
Fidelity Investments Jacksonville FL 08/2021 Present
Reliant Florida Consulting Jacksonville FL 09/2020 07/2021
Fidelity Investments Boston MA 03/2025 Present
  • 09/2020 → 02/2021
    Charles Schwab & Co., Inc.
    Jacksonville, FL
  • 09/2020 → 02/2021
    Charles Schwab Bank, Ssb
    Jacksonville, FL
  • 10/2019 → 07/2020
    Merrill Lynch
    Jacksonville, FL
  • 07/2014 → 07/2020
    Reliant Florida Consulting
    Jacksonville, FL
  • 03/2019 → 10/2019
    Pontoon Solutions
    Jacksonville, FL
  • 01/2015 → 05/2018
    Harvard University
    Cambridge, MA
  • 10/2016 → 11/2016
    Estee Lauder, Inc.
    Cambridge, MA
  • 08/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 09/2020 → 07/2021
    Reliant Florida Consulting
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-10-30
S63 Uniform Securities Agent State Law Examination 2021-08-02
  • S65 Uniform Investment Adviser Law Examination
    2021-10-30
  • S63 Uniform Securities Agent State Law Examination
    2021-08-02
Designations
Other Names
  • Amanda Hatcher
  • Amanda Kristen Hatcher
  • Amanda Kristen Brooks

View on SEC IAPD

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