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Clare Thielen

Strategic Advisers LLC

Dayton, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31

Branch Locations

Dayton, OH • 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
James Capital Alliance, Inc. Beavercreek OH 06/2003 09/2021
Alps Distributors, Inc. Denver CO 10/2011 09/2021
Fidelity Investments Covington KY 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2003 → 09/2021
    James Capital Alliance, Inc.
    Beavercreek, OH
  • 10/2011 → 09/2021
    Alps Distributors, Inc.
    Denver, CO
  • 11/2021 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
  • 2003-06-10 → 2021-12-31
    James Capital Alliance Inc
    Beavercreek, OH
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-08-24
S65 Uniform Investment Adviser Law Examination 1992-08-21
  • S63 Uniform Securities Agent State Law Examination
    1998-08-24
  • S65 Uniform Investment Adviser Law Examination
    1992-08-21
Other Names
  • Clare Marie Urban
  • Clare Urban
  • Clare Marie Thielen
  • Clare Thielen

View on SEC IAPD

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