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James O. Barbi

Strategic Advisers LLC

Ridgewood, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Ridgewood, NJ • 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
Rbc Capital Markets, Llc Paramus NJ 08/2015 10/2016
Unemployed Ridgewood NJ 11/2016 03/2017
Axa Advisors, Llc New York NY 03/2017 08/2019
Fidelity Investments Wayne NJ 08/2020 Present
Unemployed Ridgewood NJ 08/2019 08/2020
Fidelity Investments Boston MA 03/2025 Present
  • 08/2015 → 10/2016
    Rbc Capital Markets, Llc
    Paramus, NJ
  • 11/2016 → 03/2017
    Unemployed
    Ridgewood, NJ
  • 03/2017 → 08/2019
    Axa Advisors, Llc
    New York, NY
  • 08/2020 → Present
    Fidelity Investments
    Wayne, NJ
  • 08/2019 → 08/2020
    Unemployed
    Ridgewood, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-08
S63 Uniform Securities Agent State Law Examination 1994-05-27
  • S66 Uniform Combined State Law Examination
    2015-10-08
  • S63 Uniform Securities Agent State Law Examination
    1994-05-27
Other Names
  • James O Barbi
  • Jim Barbi
  • James Oconnell Barbi

View on SEC IAPD

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