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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835 • United States

Wheaton, IL • 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
Jp Morgan Securities Llc Wheaton IL 07/2016 05/2019
Fidelity Investments Naperville IL 05/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → 05/2019
    Wheaton, IL
  • 05/2019 → Present
    Fidelity Investments
    Naperville, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-05-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Naperville, IL
  • 2016-08-29 → 2019-05-16
    Wheaton, IL
    Berwyn, IL
    Berwyn, IL
    Chicago, IL
    Melrose Park, IL
    Norridge, IL
    Norridge, IL
    Chicago, IL
    Oak Park, IL
    Oak Park, IL
    Schiller Park, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Broadview, IL
    Hillside, IL
    River Grove, IL
    Chicago, IL
    Wheaton, IL
    Long Grove, IL
    Arlington Hts, IL
    Arlington Heights, IL
    Buffalo Grove, IL
    Wheeling, IL
    Arlington Heights, IL
    Mount Prospect, IL
    Mt. Prospect, IL
    Palatine, IL
    Des Plaines, IL
    Arlington Heights, IL
    Mount Prospect, IL
    Prospect Heights, IL
    Buffalo Grove, IL
    Rolling Meadows, IL
    Palatine, IL
    Buffalo Grove, IL
    Berwyn, IL
    Berwyn, IL
    Chicago, IL
    Melrose Park, IL
    Norridge, IL
    Norridge, IL
    Chicago, IL
    Oak Park, IL
    Oak Park, IL
    Schiller Park, IL
    Chicago, IL
    Chicago, IL
    Chicago, IL
    Broadview, IL
    Hillside, IL
    River Grove, IL
    Chicago, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-26
S63 Uniform Securities Agent State Law Examination 2005-09-01
  • S66 Uniform Combined State Law Examination
    2016-08-26
  • S63 Uniform Securities Agent State Law Examination
    2005-09-01
Other Names
  • Reed Perry Carmichael
  • Reed P Carmichael
  • Reed Carmichael

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