Earl Vincent Windell

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
SC	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

SC RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Fort Mill, SC • 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
The Vanguard Group, Inc.	Charlotte	NC	04/2017	09/2021
Gold Hill Tax And Small Business	Fort Mill	SC	12/2014	04/2017
Robinhood Financial, Llc	Charlotte	NC	10/2021	05/2022
Fidelity Investments	Fort Mill	SC	12/2022	Present
Unemployed	Fort Mill	SC	05/2022	12/2022
Fidelity Investments	Boston	MA	03/2025	Present

04/2017 → 09/2021

The Vanguard Group, Inc.

Charlotte, NC
12/2014 → 04/2017

Gold Hill Tax And Small Business

Fort Mill, SC
10/2021 → 05/2022

Robinhood Financial, Llc

Charlotte, NC
12/2022 → Present

Fidelity Investments

Fort Mill, SC
05/2022 → 12/2022

Unemployed

Fort Mill, SC
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-03-09 → 2025-03-31

Fidelity Personal And Workplace Advisors

Fort Mill, SC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-03-08
S63	Uniform Securities Agent State Law Examination	2017-06-01

S66 Uniform Combined State Law Examination

2023-03-08
S63 Uniform Securities Agent State Law Examination

2017-06-01

Other Names

Earl Vincent Windell
Earl Windell
Earl Vincent Windell

View on SEC IAPD

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