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Amelia Petree

Strategic Advisers LLC

Altamonte Springs, 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 2026-06-09
TX RA APPROVED 2026-06-05
  • FL RA
    APPROVED
    Since 2026-06-09
  • TX RA
    APPROVED
    Since 2026-06-05

Branch Locations

Altamonte Springs, 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
Crummer Graduate School Of Business Rollins College Winter Park FL 01/2023 05/2025
Unemployed Winter Springs FL 06/2025 08/2025
Engineerica Systems, Inc Oviedo FL 11/2024 12/2024
Self Employed Maitland FL 05/2017 01/2023
Rollins College Winter Park FL 08/2017 05/2021
Trinity Preparatory School Winter Park FL 06/2015 07/2017
Equitable Advisors, Llc New York NY 08/2025 04/2026
Fidelity Investments Orlando FL 04/2026 Present
  • 01/2023 → 05/2025
    Crummer Graduate School Of Business Rollins College
    Winter Park, FL
  • 06/2025 → 08/2025
    Unemployed
    Winter Springs, FL
  • 11/2024 → 12/2024
    Engineerica Systems, Inc
    Oviedo, FL
  • 05/2017 → 01/2023
    Self Employed
    Maitland, FL
  • 08/2017 → 05/2021
    Rollins College
    Winter Park, FL
  • 06/2015 → 07/2017
    Trinity Preparatory School
    Winter Park, FL
  • 08/2025 → 04/2026
    Equitable Advisors, Llc
    New York, NY
  • 04/2026 → Present
    Fidelity Investments
    Orlando, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-20
  • S66 Uniform Combined State Law Examination
    2025-05-20

View on SEC IAPD

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Other Offices

SYNERGY INVESTMENT MANAGEMENT LLC · ALTAMONTE SPRINGS, FL
LPL FINANCIAL LLC · ALTAMONTE SPRINGS, FL
AMERITAS ADVISORY SERVICES, LLC · ALTAMONTE SPG, FL
AMERITAS ADVISORY SERVICES, LLC · Altamonte Springs, FL
AMERITAS ADVISORY SERVICES, LLC · ALTAMONTE SPG, FL
401K GENERATION · ALTAMONTE SPRINGS,, FL
CETERA INVESTMENT ADVISERS LLC · ALTAMONTE SPRINGS, FL
PFS INVESTMENTS INC. · ALTAMONTE SPRINGS, FL

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