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Vincent Edward Franks

Strategic Advisers LLC

Cleveland, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Cleveland, OH • 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
Pnc Investments Kalamazoo MI 11/2014 09/2018
Pnc Investments Cleveland OH 09/2018 11/2018
The Huntington Investment Company Akron OH 11/2018 09/2021
Fidelity Investments Cleveland OH 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2014 → 09/2018
    Pnc Investments
    Kalamazoo, MI
  • 09/2018 → 11/2018
    Pnc Investments
    Cleveland, OH
  • 11/2018 → 09/2021
    The Huntington Investment Company
    Akron, OH
  • 09/2021 → Present
    Fidelity Investments
    Cleveland, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-21
S65 Uniform Investment Adviser Law Examination 2011-06-24
  • S66 Uniform Combined State Law Examination
    2015-03-21
  • S65 Uniform Investment Adviser Law Examination
    2011-06-24
Other Names
  • Vince Edward Franks

View on SEC IAPD

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