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Janene Lyles-Davis

Strategic Advisers LLC

Nazareth, PA

Center Valley, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-10-29
PA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-10-29
  • PA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Nazareth, PA • United States

2945 Center Valley Pkwy Suite 311, Center Valley, PA 18034-9033 • 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
Investment Professionals San Antonio TX 10/2014 09/2018
Ameriprise Financial Services, Inc Bethlehem PA 09/2018 12/2023
Fidelity Investments Center Valley PA 12/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2014 → 09/2018
    Investment Professionals
    San Antonio, TX
  • 09/2018 → 12/2023
    Ameriprise Financial Services, Inc
    Bethlehem, PA
  • 12/2023 → Present
    Fidelity Investments
    Center Valley, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Nazareth, PA
    Center Valley, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-14
S63 Uniform Securities Agent State Law Examination 2016-11-30
  • S66 Uniform Combined State Law Examination
    2024-10-14
  • S63 Uniform Securities Agent State Law Examination
    2016-11-30

View on SEC IAPD

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