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Adam Juday

Strategic Advisers LLC

Modesto, CA

Walnut Creek, CA

Dublin, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Modesto, CA • United States

2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596-7235 • United States

4500 A Tassajara Road, Dublin, CA 94568-4608 • 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 Investments Llc Walnut Creek CA 03/2001 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2001 → Present
    Fidelity Investments Llc
    Walnut Creek, CA
  • 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
    Dublin, CA
    Modesto, CA
  • 2010-09-15 → 2018-07-13
    Strategic Advisers Llc
    Walnut Creek, CA
    Walnut Creek, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-04
S63 Uniform Securities Agent State Law Examination 2010-07-19
  • S66 Uniform Combined State Law Examination
    2010-09-04
  • S63 Uniform Securities Agent State Law Examination
    2010-07-19
Other Names
  • Adam Michael Juday

View on SEC IAPD

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