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Lauren Overby

Strategic Advisers LLC

Chesapeake, VA

Virginia Beach, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Chesapeake, VA • United States

4500 Main St Suite 100, Virginia Beach, VA 23462-3358 • 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 Thousand Oaks CA 05/2016 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2016 → Present
    Fidelity Brokerage Services Llc
    Thousand Oaks, CA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Virginia Beach, VA
  • 2016-06-01 → 2018-07-13
    Strategic Advisers Llc
    Thousand Oaks, CA
  • 2013-11-12 → 2015-07-27
    Strategic Advisers Llc
    Westlake, TX
Other Businesses

OBA-121657|OrgNmn:Amazon Vine Program|Org Addr:Chesapeake,Virginia,US|OBA Nature:Receiving free products via Am|Invst Rel:N|Title:No title, not an employee |Duties:Writing open, honest reviews on products I receive for free. All feedback is provided on Amazon as any other customer would leave, no other sy|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-10-25
S63 Uniform Securities Agent State Law Examination 2013-06-14
  • S66 Uniform Combined State Law Examination
    2013-10-25
  • S63 Uniform Securities Agent State Law Examination
    2013-06-14
Other Names
  • Lauren Marie Muscarella
  • Lauren Marie Overby

View on SEC IAPD

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