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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-12-18
FL RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-12-18
  • FL RA
    APPROVED
    Since 2025-03-31

Branch Locations

Palm Bay, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jacksonville FL 10/2009 05/2022
Autozone Jacksonville FL 10/2016 06/2017
The Home Depot Palm Bay FL 01/2022 02/2022
Fidelity Investments Palm Bay FL 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2009 → 05/2022
    Jacksonville, FL
  • 10/2016 → 06/2017
    Autozone
    Jacksonville, FL
  • 01/2022 → 02/2022
    The Home Depot
    Palm Bay, FL
  • 05/2022 → Present
    Fidelity Investments
    Palm Bay, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-113618|OrgNmn:Self Employment|Org Addr:Palm Bay,Florida,US|OBA Nature:Household maintenance and clea|Invst Rel:N|Title:Partner|Duties:I will be performing household maintenance.|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-11
  • S66 Uniform Combined State Law Examination
    2020-03-11
Other Names
  • Nzo Williams
  • Chester Loranzo Williams Jr
  • Chester Loranzo Williams
  • Chester L Williams
  • Chester Loranzo Williams

View on SEC IAPD

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