Walter Hugh Holmes

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
NY	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

NJ RA
APPROVED

Since 2025-03-31
NY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

396 North Route 17, Paramus, NJ 07652-2907 • United States

Goshen, NY • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Fidelity Investments	New York	NY	10/2006	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

10/2006 → Present

Fidelity Investments

New York, NY
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

Goshen, NY

North Paramus, NJ
2012-03-27 → 2018-07-13

Strategic Advisers Llc

Wayne, NJ

Paramus, NJ
2003-02-11 → 2006-01-26

Chase Investment Services Corp.

New York, NY
2002-06-11 → 2003-01-07

Morgan Stanley Dw Inc.

Red Bank, NJ

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-03-21
S63	Uniform Securities Agent State Law Examination	1995-02-02

S65 Uniform Investment Adviser Law Examination

2012-03-21
S63 Uniform Securities Agent State Law Examination

1995-02-02

Designations

View on SEC IAPD