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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

350 5Th Avenue South Ste 202, Naples, FL 34102-6576 • United States

5200 Tamiami Trail N Suites 103, 201 - 204, Naples, FL 34103-2817 • United States

Fort Myers, FL • 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 Naples FL 08/2012 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2012 → Present
    Fidelity Brokerage Services Llc
    Naples, FL
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-9520|OrgNmn:Rhone Enterprises LLC|Org Addr:Fort Myers,Florida,US|OBA Nature:Book keeping for mother and br|Invst Rel:N|Title:Rhone Enterprises LLC|Duties:Maintain small entertainment company. Provide bookkeeping via quick books for my mother and brother.|StrtDt:11-23-16|TotHrs/mon:5|TrdHrs/mon:0|OBA-6132|OrgNmn:Rhone Enterprises LLC|Org Addr:Fort Myers,Florida,US|OBA Nature:Entity is still active but cur|Invst Rel:N|Title:Sole Managing Member|Duties:Nothing at the moment|StrtDt:01-01-07|TotHrs/mon:4|TrdHrs/mon:0|OBA-65404|OrgNmn:Bedman Creek Ranch |Org Addr:Alva,Florida,US|OBA Nature:Beef Cattle . aprox 112 Acres |Invst Rel:Y|Title:Partner|Duties:Weekend ranch work. No business disruption |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-09-18
S63 Uniform Securities Agent State Law Examination 2010-09-11
  • S65 Uniform Investment Adviser Law Examination
    2010-09-18
  • S63 Uniform Securities Agent State Law Examination
    2010-09-11
Other Names
  • Braxton C Rhone
  • Braxton Carnell Rhone

View on SEC IAPD

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