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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
AZ RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-01-08
  • AZ RA
    APPROVED
    Since 2025-03-31

Branch Locations

Scottsdale, AZ • United States

7171 E Paradise Lane, Scottsdale, AZ 85254-1873 • 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
The University Of Oklahoma Norman OK 06/2019 05/2022
Ballet Arizona Phoenix AZ 08/2022 05/2023
Unemployed Pittsburgh PA 05/2023 08/2023
Oklahoma City Ballet Oklahoma City OK 10/2020 05/2022
Fidelity Investments Scottsdale AZ 08/2024 Present
Freebird Stores Scottsdale AZ 11/2023 07/2024
The Harid Conservatory Boca Raton FL 08/2018 06/2019
Altar'D State Pittsburgh PA 08/2023 11/2023
Unemployed Pittsburgh PA 07/2018 07/2018
Unemployed Norman OK 05/2022 08/2022
Quaker Valley School District Sewickley PA 09/2005 06/2018
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → 05/2022
    The University Of Oklahoma
    Norman, OK
  • 08/2022 → 05/2023
    Ballet Arizona
    Phoenix, AZ
  • 05/2023 → 08/2023
    Unemployed
    Pittsburgh, PA
  • 10/2020 → 05/2022
    Oklahoma City Ballet
    Oklahoma City, OK
  • 08/2024 → Present
    Fidelity Investments
    Scottsdale, AZ
  • 11/2023 → 07/2024
    Freebird Stores
    Scottsdale, AZ
  • 08/2018 → 06/2019
    The Harid Conservatory
    Boca Raton, FL
  • 08/2023 → 11/2023
    Altar'D State
    Pittsburgh, PA
  • 07/2018 → 07/2018
    Unemployed
    Pittsburgh, PA
  • 05/2022 → 08/2022
    Unemployed
    Norman, OK
  • 09/2005 → 06/2018
    Quaker Valley School District
    Sewickley, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Scottsdale, AZ
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-19
  • S66 Uniform Combined State Law Examination
    2024-12-19
Other Names
  • Anne G Medich
  • Anne Medich

View on SEC IAPD

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