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Gavin Fee

Strategic Advisers LLC

Sayville, NY

Plainview, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Sayville, NY • United States

1551 Old Country Rd, Plainview, NY 11803-5014 • 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
Charles Schwab & Co., Inc. New York City NY 06/2010 05/2018
Charles Schwab Bank New York City NY 06/2010 05/2018
Fidelity Brokerage Services Llc Huntington Station NY 05/2018 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2010 → 05/2018
    Charles Schwab & Co., Inc.
    New York City, NY
  • 06/2010 → 05/2018
    Charles Schwab Bank
    New York City, NY
  • 05/2018 → Present
    Fidelity Brokerage Services Llc
    Huntington Station, NY
  • 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
    Sayville, NY
    Plainview, NY
  • 2018-06-20 → 2018-07-13
    Strategic Advisers Llc
    Huntington Station, NY
  • 2011-08-24 → 2018-06-04
    Charles Schwab & Co., Inc.
    New York City, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-23
S63 Uniform Securities Agent State Law Examination 2008-08-23
  • S66 Uniform Combined State Law Examination
    2011-08-23
  • S63 Uniform Securities Agent State Law Examination
    2008-08-23
Designations
Other Names
  • Gavin Campbell Fee
  • Gavin Fee

View on SEC IAPD

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