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Edward C Freese

Strategic Advisers LLC

Tysons Corner, VA

Dayton, KY

Louisville, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-13
KY RA APPROVED 2025-10-13
MD RA APPROVED 2025-03-31
VA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-01-13
  • KY RA
    APPROVED
    Since 2025-10-13
  • MD RA
    APPROVED
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

1861 International Dr Suite 100, Tysons Corner, VA 22102-4410 • United States

Dayton, KY • United States

500 North Hurstbourne Parkway Suite 450, Louisville, KY 40222-3310 • 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 Tysons Corner VA 06/2004 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2004 → Present
    Fidelity Brokerage Services, Llc
    Tysons Corner, VA
  • 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
    Tysons Corner, VA
    Annapolis, MD
    Laurel, MD
  • 2004-07-16 → 2018-07-13
    Strategic Advisers Llc
    Reston, VA
    Bethesda, MD
    Tysons Corner, VA
    Annapolis, MD
  • 2003-06-05 → 2004-01-27
    Fisher Investments
    Ellicott City, MD
  • 2001-01-01 → 2003-06-04
    Strategic Advisers Llc
    Bethesda, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-10-06
S63 Uniform Securities Agent State Law Examination 1996-02-08
  • S65 Uniform Investment Adviser Law Examination
    1999-10-06
  • S63 Uniform Securities Agent State Law Examination
    1996-02-08
Other Names
  • Edward C Freese
  • Edward Carl Freese

View on SEC IAPD

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