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Felix Greer

Strategic Advisers LLC

Celebration, 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 2025-10-22
TX RA APPROVED 2025-10-20
  • FL RA
    APPROVED
    Since 2025-10-22
  • TX RA
    APPROVED
    Since 2025-10-20

Branch Locations

Celebration, 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
Switch Vehicles, Inc Sebastopol CA 01/2019 09/2019
California Polytechnic State University San Luis Obispo CA 09/2020 06/2024
Occidental Lodge Hotel Occidental CA 06/2017 08/2017
Equitable Advisors Orlando FL 04/2025 08/2025
Santa Rosa Junior College Santa Rosa CA 08/2015 07/2020
Unemployed Sebastopol CA 06/2024 04/2025
U.S. Census Bureau Sacramento CA 08/2020 08/2020
Fidelity Investments Tallahassee FL 09/2025 Present
La Vera Pizza Santa Rosa CA 02/2016 10/2016
  • 01/2019 → 09/2019
    Switch Vehicles, Inc
    Sebastopol, CA
  • 09/2020 → 06/2024
    California Polytechnic State University
    San Luis Obispo, CA
  • 06/2017 → 08/2017
    Occidental Lodge Hotel
    Occidental, CA
  • 04/2025 → 08/2025
    Equitable Advisors
    Orlando, FL
  • 08/2015 → 07/2020
    Santa Rosa Junior College
    Santa Rosa, CA
  • 06/2024 → 04/2025
    Unemployed
    Sebastopol, CA
  • 08/2020 → 08/2020
    U.S. Census Bureau
    Sacramento, CA
  • 09/2025 → Present
    Fidelity Investments
    Tallahassee, FL
  • 02/2016 → 10/2016
    La Vera Pizza
    Santa Rosa, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-02
  • S66 Uniform Combined State Law Examination
    2025-01-02
Other Names
  • Felix Evans Greer
  • Felix Greer

View on SEC IAPD

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