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Stephen Vivis

Strategic Advisers LLC

Sewickley, PA

CRD 7975732

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-10
PA RA APPROVED 2025-05-22
  • TX RA
    APPROVED
    Since 2026-04-10
  • PA RA
    APPROVED
    Since 2025-05-22

Branch Locations

Sewickley, PA • 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
T.J. Maxx And Homegoods Johnstown PA 10/2020 01/2021
Richand Jr./Sr. High School Johnstown PA 08/2018 06/2020
Portage Are Jr./Sr. High School Portage PA 01/2014 06/2018
Somerset Trust Company Johnstown PA 02/2024 07/2024
Em'S Original Sub Shop Johnstown PA 05/2018 01/2024
Clarion University Of Pennsylvania Clarion PA 08/2020 05/2022
Bob'S Sub Shop Clarion PA 09/2022 10/2023
Pennsylvania Western University Of Clarion Clarion PA 09/2022 04/2024
Lowe'S Home Improvement Johnstown PA 06/2022 08/2022
Fidelity Investments Cranberry Twp PA 08/2024 Present
  • 10/2020 → 01/2021
    T.J. Maxx And Homegoods
    Johnstown, PA
  • 08/2018 → 06/2020
    Richand Jr./Sr. High School
    Johnstown, PA
  • 01/2014 → 06/2018
    Portage Are Jr./Sr. High School
    Portage, PA
  • 02/2024 → 07/2024
    Somerset Trust Company
    Johnstown, PA
  • 05/2018 → 01/2024
    Em'S Original Sub Shop
    Johnstown, PA
  • 08/2020 → 05/2022
    Clarion University Of Pennsylvania
    Clarion, PA
  • 09/2022 → 10/2023
    Bob'S Sub Shop
    Clarion, PA
  • 09/2022 → 04/2024
    Pennsylvania Western University Of Clarion
    Clarion, PA
  • 06/2022 → 08/2022
    Lowe'S Home Improvement
    Johnstown, PA
  • 08/2024 → Present
    Fidelity Investments
    Cranberry Twp, PA
Other Businesses

OBA-132509|OrgNmn:American Eagle |Org Addr:Pittsburgh,Pennsylvan,US|OBA Nature:American Eagle Outfitters, Inc|Invst Rel:N|Title:Employee|Duties:Job Duties & Responsibilities Process incoming shipments and unpack merchandise efficiently. Replenish inventory from the stockroom to the sa|StrtDt:08-09-26|TotHrs/mon:80|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-22
  • S66 Uniform Combined State Law Examination
    2025-01-22
Other Names
  • Stephen Vivis
  • Stephen Vivis

View on SEC IAPD

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