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Adam Christopher Barclay

Strategic Advisers LLC

Sarasota, FL

Bradenton, FL

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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
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

201 N Cattlemen Rd, Sarasota, FL 34243-4743 • United States

Bradenton, FL • 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
M Barc Investment Group, Inc. Tampa FL 07/2015 02/2017
Td Ameritrade, Inc. Spring Hill FL 02/2018 01/2021
Td Ameritrade Investment Management, Llc Omaha NE 02/2018 01/2021
Scottrade, Inc. Springhill FL 02/2017 02/2018
Fidelity Investments Towson MD 03/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2015 → 02/2017
    M Barc Investment Group, Inc.
    Tampa, FL
  • 02/2018 → 01/2021
    Td Ameritrade, Inc.
    Spring Hill, FL
  • 02/2018 → 01/2021
    Td Ameritrade Investment Management, Llc
    Omaha, NE
  • 02/2017 → 02/2018
    Scottrade, Inc.
    Springhill, FL
  • 03/2021 → Present
    Fidelity Investments
    Towson, MD
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-03-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sarasota, FL
  • 2018-02-28 → 2021-01-11
    Td Ameritrade, Inc.
    Spring Hill, FL
    Tampa, FL
  • 2018-02-26 → 2020-12-31
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Spring Hill, FL
  • 2017-07-06 → 2018-02-26
    Scottrade Investment Management
    Spring Hill, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-03
S63 Uniform Securities Agent State Law Examination 2016-01-21
  • S66 Uniform Combined State Law Examination
    2017-07-03
  • S63 Uniform Securities Agent State Law Examination
    2016-01-21

View on SEC IAPD

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Other Offices

CPA INVESTMENT SOLUTIONS, INC. · SARASOTA, FL
EDWARD JONES · Lakewood Ranch, FL
HENDRICKS WEALTH AND ESTATE MANAGEMENT · Lakewood Ranch, FL
OSAIC WEALTH, INC. · SARASOTA, FL
ACCURATE WEALTH MANAGEMENT, LLC · Sarasota, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Lakewood Ranch, FL
BASE WEALTH MANAGEMENT · LAKEWOOD RANCH, FL
EDWARD JONES · LAKEWOOD RANCH, FL

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