Eduardo Sosa

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

Naples, 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

Organization	City	State	From	To
Wells Fargo Advisors	Naples	FL	11/2014	11/2016
Wells Fargo Clearing Services, Llc	Naples	FL	11/2016	08/2021
Fidelity Investments	Merrimack	NH	01/2022	Present
Unemployed	Naples	FL	08/2021	01/2022
Fidelity Investments	Boston	MA	03/2025	Present

11/2014 → 11/2016

Wells Fargo Advisors

Naples, FL
11/2016 → 08/2021

Wells Fargo Clearing Services, Llc

Naples, FL
01/2022 → Present

Fidelity Investments

Merrimack, NH
08/2021 → 01/2022

Unemployed

Naples, FL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-04-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Naples, FL
2014-12-12 → 2021-08-17

Wells Fargo Clearing Services, Llc

Naples, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-09-08

S66 Uniform Combined State Law Examination

2014-09-08

View on SEC IAPD

More in Naples, FL

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