Stephen J Liss

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-03-31

MA RA
APPROVED

Since 2025-03-31

Branch Locations

Plymouth, MA • United States

109 University Ave Ste 107, Westwood, MA 02090-2306 • 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
Fidelity Investments	Merrimack	NH	11/2013	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

11/2013 → Present

Fidelity Investments

Merrimack, NH
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
2014-03-05 → 2018-07-13

Strategic Advisers Llc

Merrimack, NH

Braintree, MA

Westwood, MA

Hingham, MA
2010-09-21 → 2012-01-19

Msi Financial Services, Inc.

Exeter, NH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-02-25
S65	Uniform Investment Adviser Law Examination	2010-09-13
S63	Uniform Securities Agent State Law Examination	2008-09-26

S66 Uniform Combined State Law Examination

2014-02-25
S65 Uniform Investment Adviser Law Examination

2010-09-13
S63 Uniform Securities Agent State Law Examination

2008-09-26

Designations

Other Names

Steve J Liss
Stephen J Liss
Stephen John Liss

View on SEC IAPD

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