Best Investors Account Sign in
Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-08-24
  • MD RA
    APPROVED
    Since 2026-08-24

Branch Locations

Suitland, MD • 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 San Jose CA 10/2019 09/2021
Bank Of America, N.A. San Jose CA 10/2019 09/2021
Rgis, Llc San Jose CA 11/2017 10/2019
Assured Protection Consultants Hunt Valley MD 01/2017 09/2019
Ces Security Pikesville MD 08/2016 01/2017
Target Corporation Hyattsville MD 11/2011 01/2017
Fidelity Brokerage Services Salt Lake City UT 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2019 → 09/2021
    San Jose, CA
  • 10/2019 → 09/2021
    Bank Of America, N.A.
    San Jose, CA
  • 11/2017 → 10/2019
    Rgis, Llc
    San Jose, CA
  • 01/2017 → 09/2019
    Assured Protection Consultants
    Hunt Valley, MD
  • 08/2016 → 01/2017
    Ces Security
    Pikesville, MD
  • 11/2011 → 01/2017
    Target Corporation
    Hyattsville, MD
  • 09/2021 → Present
    Fidelity Brokerage Services
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-14
  • S66 Uniform Combined State Law Examination
    2021-01-14
Other Names
  • Cassandra Hudley
  • Cassandra S Hudley
  • Cassandra Sharniece Hudley

View on SEC IAPD

More in Suitland, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor