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Cynthia M. Beymer

Strategic Advisers LLC

Ocoee, FL

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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 2025-12-18
FL RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-12-18
  • FL RA
    APPROVED
    Since 2025-03-31

Branch Locations

Ocoee, 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
Ubs Financial Cincinnati OH 06/2011 09/2016
Morgan Stanley Orlando FL 11/2016 05/2022
Fidelity Investments Ocoee FL 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2011 → 09/2016
    Ubs Financial
    Cincinnati, OH
  • 11/2016 → 05/2022
    Morgan Stanley
    Orlando, FL
  • 05/2022 → Present
    Fidelity Investments
    Ocoee, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-03-29
S63 Uniform Securities Agent State Law Examination 1994-06-10
  • S66 Uniform Combined State Law Examination
    2010-03-29
  • S63 Uniform Securities Agent State Law Examination
    1994-06-10
Other Names
  • Cynthia Beymer
  • Cynthia Marie Novak
  • Cindy Marie Beymer
  • Cynthia Marie Beymer
  • Cindy Marie Novak
  • Cynthia M Beymer

View on SEC IAPD

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