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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_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

3000 Bayport Dr Ste 800, Tampa, FL 33607-8402 • United States

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
Eagle Fund Distributors St Petersburg FL 11/2013 04/2017
Carillon Tower Advisers, Inc. St. Petersburg FL 06/2016 04/2017
Raymond James & Associates St Petersburg FL 04/2017 10/2020
Fidelity Investments Jacksonville FL 02/2021 Present
Unemployed Tampa FL 10/2020 02/2021
Fidelity Investments Boston MA 03/2025 Present
  • 11/2013 → 04/2017
    Eagle Fund Distributors
    St Petersburg, FL
  • 06/2016 → 04/2017
    Carillon Tower Advisers, Inc.
    St. Petersburg, FL
  • 04/2017 → 10/2020
    Raymond James & Associates
    St Petersburg, FL
  • 02/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 10/2020 → 02/2021
    Unemployed
    Tampa, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-04-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
  • 2018-05-09 → 2020-10-08
    St. Petersburg, FL
    Santa Monica, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-27
  • S66 Uniform Combined State Law Examination
    2018-03-27

View on SEC IAPD

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