Judith Wolk

Strategic Advisers LLC

Bridgewater, NJ

Bridgewater, NJ

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

NJ RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Bridgewater, NJ • United States

750 Route 202 Suites 110, 430, Bridgewater, NJ 08807-5530 • 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

Organization	City	State	From	To
Unemployed	Bridgewater	NJ	06/2016	11/2016
Fidelity Brokerage Services Llc	Bridgewater	NJ	11/2016	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2016 → 11/2016

Unemployed

Bridgewater, NJ
11/2016 → Present

Fidelity Brokerage Services Llc

Bridgewater, NJ
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Bridgewater, NJ

Bedminster, NJ
2018-02-01 → 2018-07-13

Strategic Advisers Llc

Bridgewater, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-03-30
S63	Uniform Securities Agent State Law Examination	1994-02-28

S66 Uniform Combined State Law Examination

2017-03-30
S63 Uniform Securities Agent State Law Examination

1994-02-28

Other Names

Judith C Tomo
Judith C Wolk
Judith Caroline Wolk

View on SEC IAPD

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