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James Sylvia

Strategic Advisers LLC

Tigard, OR

Tigard, OR

Tigard, OR

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224-7207 • United States

7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224-7207 • United States

Tigard, OR • 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
Penn Mutual Life Insurance Company Horsham PA 04/2015 03/2020
Hornor, Townsend & Kent, Inc Horsham PA 04/2015 03/2020
Td Ameritrade Portland OR 03/2020 05/2020
Fidelity Brokerage Services Llc Tigard OR 05/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2015 → 03/2020
    Penn Mutual Life Insurance Company
    Horsham, PA
  • 04/2015 → 03/2020
    Hornor, Townsend & Kent, Inc
    Horsham, PA
  • 03/2020 → 05/2020
    Td Ameritrade
    Portland, OR
  • 05/2020 → Present
    Fidelity Brokerage Services Llc
    Tigard, OR
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-07-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tigard, OR
  • 2020-03-19 → 2020-05-13
    Td Ameritrade, Inc.
    Portland, OR
  • 2020-03-19 → 2020-05-13
    Td Ameritrade Investment Management, Llc
    Portland, OR
  • 2015-12-23 → 2020-03-03
    Hornor, Townsend & Kent, Llc
    Lake Oswego, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-17
  • S66 Uniform Combined State Law Examination
    2015-08-17
Other Names
  • James L Sylvia
  • James L Sylvia
  • James Lee Sylvia
  • James Lee Sylvia
  • James Sylvia

View on SEC IAPD

Other Firms

EDWARD JONES
TRANSAMERICA FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LETTIN WEALTH MANAGEMENT GROUP, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

BRYAN ALAN BRUMUND
HANNA WEXHLER SMITH
JOHN ANDREW NESS
ALISA ARREDONDO
LINDA LY
MATTHEW SPRIGGS
GREGORY ARTHUR SMITH
WAYNE M. SACKLEY

Other Offices

EDWARD JONES · PORTLAND, OR
TRANSAMERICA FINANCIAL ADVISORS, LLC · PORTLAND, OR
LPL FINANCIAL LLC · TIGARD, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Tigard, OR
LETTIN WEALTH MANAGEMENT GROUP, INC. · LAKE OSWEGO, OR
LPL FINANCIAL LLC · TIGARD, OR
LPL FINANCIAL LLC · TUALATIN, OR
AMERIPRISE FINANCIAL SERVICES, LLC · Portland, OR

More in Tigard, OR

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