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Ira Holowell

Strategic Advisers LLC

Yulee, FL

Jacksonville, FL

CRD 5632170

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Yulee, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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 Service Llc Jacksonville FL 08/2010 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2010 → Present
    Fidelity Brokerage Service Llc
    Jacksonville, 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
    Jacksonville, FL
    Yulee, FL
  • 2011-01-14 → 2018-07-13
    Strategic Advisers Llc
    Jacksonville, FL
    Jacksonville, FL
Other Businesses

OBA-116685|OrgNmn:Holowell Enterprises|Org Addr:Yulee,Florida,US|OBA Nature:We bought a rental home in Mar|Invst Rel:Y|Title:Joint owner with my wife|Duties:Maintain Rental Property|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-01-19
S63 Uniform Securities Agent State Law Examination 2009-08-27
  • S66 Uniform Combined State Law Examination
    2011-01-19
  • S63 Uniform Securities Agent State Law Examination
    2009-08-27
Other Names
  • Ira Holowell
  • Ira Leroy Holowell

View on SEC IAPD

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