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Brett Wollam

Strategic Advisers LLC

Boston, MA

Norwell, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31

Branch Locations

245 Summer Street, Boston, MA 02210-1129 • United States

Norwell, MA • 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 Boston MA 07/2015 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2015 → Present
    Fidelity Brokerage Services Llc
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-08-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
Other Businesses

OBA-4223|OrgNmn:UCC Norwell|Org Addr:Norwell,Massachuse,US|OBA Nature:Religious organization|Invst Rel:Y|Title:Member of Endowment Commitee|Duties:As part of a team: review, establish policies for and build awareness of Endowment fund.|StrtDt:03-01-14|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-08-21
  • S66 Uniform Combined State Law Examination
    2018-08-21
Other Names
  • Brett Wollam
  • Brett Patrick Wollam

View on SEC IAPD

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LONGWOOD MANAGEMENT LLC
ADVENT INTERNATIONAL, L.P.
NEW HERITAGE CAPITAL, LLC
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC
NEWPATH MANAGEMENT, L.P.

Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

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