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Olympia Wheeler

Strategic Advisers LLC

Littleton, MA

Acton, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

820 Constitution Avenue, Littleton, MA 01460-1137 • United States

Acton, MA • 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
Mfs Fund Distributors, Inc. Boston MA 04/2012 03/2017
Pruco Securities, Llc Marlborough MA 10/2017 11/2021
Not Employed Acton MA 03/2017 10/2017
The Prudential Insurance Company Of America Marlborough MA 11/2017 11/2021
Citizens Securities Inc Sudbury MA 11/2021 05/2023
Fidelity Investments Littleton MA 05/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2012 → 03/2017
    Mfs Fund Distributors, Inc.
    Boston, MA
  • 10/2017 → 11/2021
    Pruco Securities, Llc
    Marlborough, MA
  • 03/2017 → 10/2017
    Not Employed
    Acton, MA
  • 11/2017 → 11/2021
    The Prudential Insurance Company Of America
    Marlborough, MA
  • 11/2021 → 05/2023
    Citizens Securities Inc
    Sudbury, MA
  • 05/2023 → Present
    Fidelity Investments
    Littleton, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Littleton, MA
  • 2021-12-07 → 2023-05-11
    Citizens Securities, Inc.
    Littleton, MA
    Hudson, MA
    Weston, MA
    Sudbury, MA
    Hudson, NH
    Wayland, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-06
S63 Uniform Securities Agent State Law Examination 1995-07-28
  • S65 Uniform Investment Adviser Law Examination
    2021-12-06
  • S63 Uniform Securities Agent State Law Examination
    1995-07-28
Other Names
  • Olympia Kazan
  • Olympia Wheeler
  • Olympia Kazan Wheeler

View on SEC IAPD

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