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Wooldy Pierre

Strategic Advisers LLC

Millburn, NJ

Union, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-08-17
NJ RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NY RA
    APPROVED
    Since 2025-08-17
  • NJ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

150 Essex St, Millburn, NJ 07041-1631 • United States

Union, NJ • 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
Td Ameritrade Morristown NJ 06/2014 02/2020
Fidelity Brokerage Services Millburn NJ 03/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2014 → 02/2020
    Td Ameritrade
    Morristown, NJ
  • 03/2020 → Present
    Fidelity Brokerage Services
    Millburn, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-04-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Millburn, NJ
  • 2014-06-27 → 2020-02-19
    Td Ameritrade, Inc.
    Morristown, NJ
  • 2014-07-01 → 2020-02-19
    Td Ameritrade Investment Management, Llc
    Morristown, NJ
  • 2014-05-05 → 2014-06-17
    Pnc Wealth Management Llc
    Hamilton, NJ
    Edison, NJ
    Columbus, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-05-03
  • S66 Uniform Combined State Law Examination
    2014-05-03
Other Names
  • Woody Pierre

View on SEC IAPD

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DEBORAH DURRANT
MATTHEW J VALEYKO
CHRISTOPHER RAYMOND TOUMA
SEAN J HUMPHREY
SHERLYN MCMAHON
GERARD ERBECK
GABRIEL B BERKOWITZ
JAMAAL STANTON

Other Offices

SORYN IP CAPITAL MANAGEMENT · MILLBURN, NJ
CITIZENS SECURITIES, INC. · MILLBURN, NJ
EDWARD JONES · MILLBURN, NJ
LPL FINANCIAL LLC · MILLBURN, NJ
CHARLES SCHWAB & CO., INC. · Millburn, NJ
WELLS FARGO CLEARING SERVICES, LLC · MILLBURN, NJ
BELLWETHER CONSULTING LLC · MILLBURN, NJ
J.P. MORGAN SECURITIES LLC · MILLBURN, NJ

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