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Paige Woodlock

Strategic Advisers LLC

Sarasota, FL

Sarasota, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-07
  • FL RA
    APPROVED
    Since 2025-04-07

Branch Locations

201 N Cattlemen Rd, Sarasota, FL 34243-4743 • United States

Sarasota, FL • 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
Fidelity Investments Sarasota FL 11/2024 Present
Sdw Companies, Inc. Lakewood Ranch FL 03/2016 10/2024
Pga Tour Professional Lakewood Ranch/Jupiter FL 12/2019 02/2024
Target Corporation Sarasota FL 03/2018 11/2019
Full-Time Education Lafayette LA 08/2017 02/2018
Sun Communities Lakewood Ranch FL 05/2017 07/2017
  • 11/2024 → Present
    Fidelity Investments
    Sarasota, FL
  • 03/2016 → 10/2024
    Sdw Companies, Inc.
    Lakewood Ranch, FL
  • 12/2019 → 02/2024
    Pga Tour Professional
    Lakewood Ranch/Jupiter, FL
  • 03/2018 → 11/2019
    Target Corporation
    Sarasota, FL
  • 08/2017 → 02/2018
    Full-Time Education
    Lafayette, LA
  • 05/2017 → 07/2017
    Sun Communities
    Lakewood Ranch, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-21
  • S66 Uniform Combined State Law Examination
    2025-02-21

View on SEC IAPD

Other Firms

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EDWARD JONES
HENDRICKS WEALTH AND ESTATE MANAGEMENT
OSAIC WEALTH, INC.
ACCURATE WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
BASE WEALTH MANAGEMENT
RETIREMENT MONEY MANAGEMENT

Other Investors

ANGELA ROBIN HILLIARD DYCHES
Kevin St John
Thomas Donald Anderson
JOHNATHAN RYAN HENDRIX
MEREDITH BAKER FREEMAN
RICHARD MANANSALA MANANKIL
CHRISTOPHER D'ANDREA
LARRY J WOODRUFF

Other Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL
OSAIC WEALTH, INC. · SARASOTA, FL
ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL
BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL
EDWARD JONES · LAKEWOOD RANCH, FL

More in Sarasota, FL

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