Ethan Machnic

Strategic Advisers LLC

Jacksonville Beach, FL

Jacksonville, FL

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

Jacksonville Beach, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Jacksonville	FL	02/2016	05/2020
Fidelity Brokerage Services Llc	Jacksonville	FL	05/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

02/2016 → 05/2020

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL
05/2020 → Present

Fidelity Brokerage Services Llc

Jacksonville, FL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-08-10 → 2025-03-31

Fidelity Personal And Workplace Advisors

Jacksonville, FL
2019-11-07 → 2020-06-09

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-08-03
S63	Uniform Securities Agent State Law Examination	2016-05-17

S66 Uniform Combined State Law Examination

2023-08-03
S63 Uniform Securities Agent State Law Examination

2016-05-17

Other Names

Ethan Machnic
Ethan A Machnic
Ethan Andrew Machnic

View on SEC IAPD

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