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Dawn Ann Parrino

Strategic Advisers LLC

Westwood, NJ

Paramus, 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

Westwood, NJ • United States

396 North Route 17, Paramus, NJ 07652-2907 • 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 Brokerage Services Llc Paramus NJ 07/2010 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2010 → Present
    Fidelity Brokerage Services Llc
    Paramus, 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
    Paramus, NJ
    Westwood, NJ
  • 2011-11-09 → 2018-07-13
    Strategic Advisers Llc
    Wayne, NJ
    Paramus, NJ
Other Businesses

OBA-8439|OrgNmn:Self employed|Org Addr:Westwood,New Jersey,US|OBA Nature:health coaching|Invst Rel:N|Title:Holistic Health Coach|Duties:Assist clients with implementing strategies and dietary changes to improve overall health and wellne|StrtDt:09-22-17|TotHrs/mon:10|TrdHrs/mon:0|OBA-9140|OrgNmn:Young Living|Org Addr:Westwood,New Jersey,US|OBA Nature:Distribution of essential oils|Invst Rel:N|Title:Member|Duties:Discussing essential oils with individuals and incorporating into a holistic lifestyle|StrtDt:01-26-18|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-04-01
S63 Uniform Securities Agent State Law Examination 1996-02-05
  • S65 Uniform Investment Adviser Law Examination
    2011-04-01
  • S63 Uniform Securities Agent State Law Examination
    1996-02-05
Other Names
  • Dawn Ann Brown

View on SEC IAPD

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