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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31

Branch Locations

Palm City, FL • United States

3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709 • 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 Boca Raton FL 12/2003 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2003 → Present
    Fidelity Brokerage Services
    Boca Raton, FL
  • 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
    Palm City, FL
    Palm Beach Gardens, FL
  • 2004-02-17 → 2018-07-13
    Palm Beach Gardens, FL
    Boca Raton, FL
  • 2001-08-17 → 2003-10-31
    Lincoln Financial Distributors, Inc.
    Boca Raton, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-04-01
S65 Uniform Investment Adviser Law Examination 2001-03-29
  • S63 Uniform Securities Agent State Law Examination
    2004-04-01
  • S65 Uniform Investment Adviser Law Examination
    2001-03-29

View on SEC IAPD

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