Best Investors Account Sign in

Mandy Lee Goins

Strategic Advisers LLC

Bonita Springs, FL

Naples, FL

Claim This Profile
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 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Bonita Springs, FL • United States

5200 Tamiami Trail N Suites 103, 201 - 204, Naples, FL 34103-2817 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Naples FL 06/2010 09/2018
Fidelity Brokerage Services Llc Naples FL 10/2018 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
Other Businesses

OBA-103420|OrgNmn:AAA Pool Services of SWFL, LLC|Org Addr:Bonita Spr,Florida,US|OBA Nature:Swimming pool cleaning and rep|Invst Rel:N|Title:Partner|Duties:monthly reconciliation of income and expenses thru Quickbooks|StrtDt:11-01-23|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-02
  • S66 Uniform Combined State Law Examination
    2011-08-02
Other Names
  • Mandy Lee Stockinger
  • Mandy L Goins
  • Mandy Lee Goins

View on SEC IAPD

More in Bonita Springs, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor