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James S Milholen

Strategic Advisers LLC

Las Vegas, NV

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2026-03-18
NV RA APPROVED 2026-03-18
TX RA APPROVED 2025-03-31
  • ID RA
    APPROVED
    Since 2026-03-18
  • NV RA
    APPROVED
    Since 2026-03-18
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Las Vegas, NV • 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
Fidelity Investments Burlingame CA 05/2011 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2011 → Present
    Fidelity Investments
    Burlingame, CA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-03-08
S63 Uniform Securities Agent State Law Examination 1994-03-08
  • S66 Uniform Combined State Law Examination
    2005-03-08
  • S63 Uniform Securities Agent State Law Examination
    1994-03-08
Designations
Other Names
  • James Steven Milholen

View on SEC IAPD

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