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Caroline M. Huber

Strategic Advisers LLC

Woodstock, VA

Reston, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-03-31
VA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Woodstock, VA • United States

11957 Democracy Drive, Reston, VA 20190-5662 • 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
Tiaa Fairfax VA 04/2015 11/2022
Tiaa-Cref Individual & Institutional Services, Llc Fairfax VA 04/2015 05/2022
Fidelity Investments Reston VA 02/2023 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
  • 2023-05-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Reston, VA
  • 2015-04-20 → 2022-05-25
    Tiaa-Cref Individual & Institutional Services, Llc
    Fairfax, VA
  • 2006-05-05 → 2007-03-03
    Uvest Financial Services Group, Inc.
    Chantilly, VA
    Chicago, IL
  • 2005-11-16 → 2006-01-07
    Voya Financial Partners, Llc
    Sterling, VA
    Fairfax, VA
Other Businesses

OBA-96475|OrgNmn:Schiavone Mulloy & Friend|Org Addr:Woodstock,Virginia,US|OBA Nature:Residual business from former |Invst Rel:N|Title:Independent Contractor|Duties:collect mail; deposit commission checks; distribute commissions to 3 retired agents|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-11
S63 Uniform Securities Agent State Law Examination 1999-11-08
  • S66 Uniform Combined State Law Examination
    2015-02-11
  • S63 Uniform Securities Agent State Law Examination
    1999-11-08
Other Names
  • Caroline Maria Huber

View on SEC IAPD

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