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Amanda Rae Ptak

Strategic Advisers LLC

Orange, OH

North Ridgeville, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

200 Pinecrest Drive, Orange, OH 44122-4207 • United States

North Ridgeville, OH • 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
Citizens Securities, Inc Beachwood OH 08/2015 11/2019
Citizens Bank Beachwood OH 08/2015 11/2019
Citizens Securities, Inc. Woodmere OH 11/2019 03/2021
Citizens Securities, Inc. Beachwood OH 04/2021 05/2023
Fidelity Investments Woodmere Village OH 05/2023 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
  • 2023-07-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Woodmere Village, OH
  • 2018-09-11 → 2023-05-02
    Citizens Securities, Inc.
    Beachwood, OH
    Southgate, MI
    Southfield, MI
    Woodmere, OH
    Fairlawn, OH
    Woodmere, OH
    University Heights, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-09-10
S63 Uniform Securities Agent State Law Examination 2018-06-11
  • S65 Uniform Investment Adviser Law Examination
    2018-09-10
  • S63 Uniform Securities Agent State Law Examination
    2018-06-11
Other Names
  • Amanda Lascola
  • Amanda Rae Ptak
  • Amanda R Lascola
  • Amanda R Ptak
  • Amanda Rae Briggs

View on SEC IAPD

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