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Bo Fenella Casson

Strategic Advisers LLC

Boca Raton, FL

Boynton Beach, 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 2026-01-27
TX RA APPROVED 2026-01-23
  • FL RA
    APPROVED
    Since 2026-01-27
  • TX RA
    APPROVED
    Since 2026-01-23

Branch Locations

1400 Glades Road Suite 180, Boca Raton, FL 33431-6457 • United States

Boynton Beach, 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
Raw Juce Boca Raton FL 05/2022 08/2022
Boca Raton Community Middle School Boca Raton FL 10/2015 06/2017
The City Of Delray Beach Delray Beach FL 05/2025 08/2025
The Boca Raton Fitness Center Boca Raton FL 05/2024 02/2025
Ride Delray Delray Beach FL 01/2018 01/2020
University Of Florida Boca Raton FL 08/2025 11/2025
Fidelity Investments Boca Raton FL 11/2025 Present
Boca Raton Community High School Boca Raton FL 01/2020 05/2021
University Of Florida Boca Raton FL 02/2025 05/2025
University Of Florida Boca Raton FL 08/2022 05/2024
Boca Raton Community High School Boca Raton FL 06/2017 01/2018
University Of Florida Gainesville FL 05/2021 05/2022
  • 05/2022 → 08/2022
    Raw Juce
    Boca Raton, FL
  • 10/2015 → 06/2017
    Boca Raton Community Middle School
    Boca Raton, FL
  • 05/2025 → 08/2025
    The City Of Delray Beach
    Delray Beach, FL
  • 05/2024 → 02/2025
    The Boca Raton Fitness Center
    Boca Raton, FL
  • 01/2018 → 01/2020
    Ride Delray
    Delray Beach, FL
  • 08/2025 → 11/2025
    University Of Florida
    Boca Raton, FL
  • 11/2025 → Present
    Fidelity Investments
    Boca Raton, FL
  • 01/2020 → 05/2021
    Boca Raton Community High School
    Boca Raton, FL
  • 02/2025 → 05/2025
    University Of Florida
    Boca Raton, FL
  • 08/2022 → 05/2024
    University Of Florida
    Boca Raton, FL
  • 06/2017 → 01/2018
    Boca Raton Community High School
    Boca Raton, FL
  • 05/2021 → 05/2022
    University Of Florida
    Gainesville, FL
Other Businesses

OBA-126948|OrgNmn:Depop|Org Addr:Boca Raton,Florida,US|OBA Nature:I run a small depop shop where|Invst Rel:N|Title:Sole Proprietor|Duties:Take photos of the clothing that I aim to sell, upload these photos to my 'Depop' account with a description of the item, and ship out the clo|StrtDt:12-27-25|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-16
  • S66 Uniform Combined State Law Examination
    2026-01-16
Other Names
  • Bo Casson

View on SEC IAPD

Other Firms

SUN CAPITAL ADVISORS, L.P.
AMERIPRISE FINANCIAL SERVICES, LLC
HIGHTOWER ADVISORS, LLC
ISAM FUNDS (USA) LLC
J.P. MORGAN SECURITIES LLC
FOCUS PARTNERS WEALTH, LLC
UBS FINANCIAL SERVICES INC.
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

THOMAS JETHRO DARDEN
Nancy JoeAnn Tush
LANCE P ROSS
BARBARA BLOOM VARGAS
ISABEL VOYER
JEFFREY MARK EAGLE
ELIZABETH V BRUNO
GREGORY DEHRMANN MISEYKO

Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

More in Boca Raton, FL

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