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James Michael D'AMbrosio

Strategic Advisers LLC

Naples, FL

Naples, 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 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Naples, FL • United States

5200 Tamiami Trail N Suites 103, 201 - 204, Naples, FL 34103-2817 • 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 Llc Atlanta GA 06/2016 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2016 → Present
    Fidelity Brokerage Services Llc
    Atlanta, GA
  • 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
    Naples, FL
    Naples, FL
    Naples, FL
  • 2016-07-22 → 2018-07-13
    Strategic Advisers Llc
    Atlanta, GA
  • 2014-07-14 → 2016-04-19
    Truist Investment Services, Inc.
    Marietta, GA
    Atlanta, GA
Other Businesses

OBA-116600|OrgNmn:Winding Cypress HOA Board|Org Addr:Naples,Florida,US|OBA Nature:HOA Board|Invst Rel:N|Title:HOA Board Officer|Duties:Business decisions for my HOA and Neighborhood|StrtDt:02-14-25|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-31
S63 Uniform Securities Agent State Law Examination 2009-05-28
  • S65 Uniform Investment Adviser Law Examination
    2016-05-31
  • S63 Uniform Securities Agent State Law Examination
    2009-05-28
Designations
Other Names
  • James D'AMbrosio
  • James Michael D'AMbrosio
  • James Michael D' Ambrosio
  • James Michael Dambrosio
  • Michael Michael Dambrosio
  • Michael Dambrosio

View on SEC IAPD

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