Scott Spottiswoode

Strategic Advisers LLC

CRD 2640953

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (investment companies)
Portfolio management (institutions)
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

PA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Berwyn, PA • United States

797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532 • 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
Boenning & Scattergood Inc	Boston	MA	09/2010	04/2020
Fidelity Investments	Villanova	PA	04/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2010 → 04/2020

Boenning & Scattergood Inc

Boston, MA
04/2020 → Present

Fidelity Investments

Villanova, PA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-05-18 → 2025-03-31

Fidelity Personal And Workplace Advisors

King Of Prussia, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1995-09-25
S63	Uniform Securities Agent State Law Examination	1995-09-01

S65 Uniform Investment Adviser Law Examination

1995-09-25
S63 Uniform Securities Agent State Law Examination

1995-09-01

Other Names

Scott T Spottiswoode
Scott Thomas Spottiswoode

View on SEC IAPD

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