Ross Barbee

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

Greer, SC • United States

210 South Main St, Greenville, SC 29601-2832 • 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 Funds Distributor	Boston	MA	10/2013	01/2020
Leyton Usa	Boston	MA	03/2020	05/2021
Fidelity Investments	Charlotte	NC	07/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

10/2013 → 01/2020

Wells Fargo Funds Distributor

Boston, MA
03/2020 → 05/2021

Leyton Usa

Boston, MA
07/2021 → Present

Fidelity Investments

Charlotte, NC
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-10-04 → 2025-03-31

Fidelity Personal And Workplace Advisors

Charlotte, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-09-27
S63	Uniform Securities Agent State Law Examination	2013-08-19

S66 Uniform Combined State Law Examination

2021-09-27
S63 Uniform Securities Agent State Law Examination

2013-08-19

Other Names

Ross Eric Barbee

View on SEC IAPD

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