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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

Sarasota, 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
OrganizationCityStateFromTo
Metlife Securities Elkridge MD 12/2014 12/2016
Merrill Lynch, Pierce, Fenner & Smith Incorporated Ashland VA 12/2016 05/2020
Bank Of America, N.A. Ashland VA 12/2016 05/2020
Fidelity Investments Glen Allen VA 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2014 → 12/2016
    Metlife Securities
    Elkridge, MD
  • 12/2016 → 05/2020
    Ashland, VA
  • 12/2016 → 05/2020
    Bank Of America, N.A.
    Ashland, VA
  • 06/2020 → Present
    Fidelity Investments
    Glen Allen, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-08-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Glen Allen, VA
  • 2016-12-22 → 2020-05-26
    Ashland, VA
    Richmond, VA
    Ashland, VA
    Ashland, VA
    Williamsburg, VA
  • 2015-06-12 → 2016-12-14
    Msi Financial Services, Inc.
    Elkridge, MD
    Richmond, VA
Other Businesses

OBA-16256|OrgNmn:Mind of a Mermaid Creations/ The Seashell Mermaid |Org Addr:Sarasota,Florida,US|OBA Nature:seashell content/shell and cra|Invst Rel:N|Title:inidividual/owner/creator |Duties:selling handmade crafts and seashells via etsy, ebay or social media, seashell content creator on social media account |StrtDt:08-29-21|TotHrs/mon:18|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-06-01
S63 Uniform Securities Agent State Law Examination 2014-02-18
  • S65 Uniform Investment Adviser Law Examination
    2015-06-01
  • S63 Uniform Securities Agent State Law Examination
    2014-02-18
Other Names
  • Chrystin M Williams
  • Chrystin Michelle Williams
  • Chrystin Brackett
  • Chrystin Michelle Brackett

View on SEC IAPD

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