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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    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
Fidelity Brokerage Services, Inc. San Francisco CA 12/1992 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/1992 → Present
    Fidelity Brokerage Services, Inc.
    San Francisco, CA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Scottsdale, AZ
    Scottsdale, AZ
  • 1998-09-18 → 2018-07-13
    San Francisco, CA
    Scottsdale, AZ
Other Businesses

OBA-9741|OrgNmn:SCLCS, LLC|Org Addr:Scottsdale,Arizona,US|OBA Nature:Rental of a house|Invst Rel:Y|Title:SCLCS, LLC|Duties:general prep of property|StrtDt:02-18-15|TotHrs/mon:1|TrdHrs/mon:0|OBA-119671|OrgNmn:Hospice of the Valley|Org Addr:Phoenix,Arizona,US|OBA Nature:Hospice of the Valley is a non|Invst Rel:Y|Title:Investment Committee Member|Duties:Investment committee members assist with establishing and investment objectives, goals, and risk tolerance and proposed allocations. The non-|StrtDt:06-05-25|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-07-29
S63 Uniform Securities Agent State Law Examination 1991-06-04
  • S65 Uniform Investment Adviser Law Examination
    1998-07-29
  • S63 Uniform Securities Agent State Law Examination
    1991-06-04
Other Names
  • Cynthia Anne Maganotti
  • Cynthia Anne Romagnolo

View on SEC IAPD

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