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Roger Laurence Golinski

Strategic Advisers LLC

Scotch Plains, NJ

Wayne, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Scotch Plains, NJ • United States

57 State Route 23 West Belt Plaza, Wayne, NJ 07470-6936 • 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
Usaa Financial Advisors Inc Phoenix AZ 01/2014 05/2019
Usaa Financial Planning Services Phoenix AZ 04/2014 05/2019
Usaa Investment Management Company Phoenix AZ 01/2018 05/2019
Fidelity Brokerage Services, Llc Wayne NJ 10/2019 Present
Unemployed Scotch Plains NJ 05/2019 10/2019
Fidelity Investments Boston MA 03/2025 Present
  • 01/2014 → 05/2019
    Usaa Financial Advisors Inc
    Phoenix, AZ
  • 04/2014 → 05/2019
    Usaa Financial Planning Services
    Phoenix, AZ
  • 01/2018 → 05/2019
    Usaa Investment Management Company
    Phoenix, AZ
  • 10/2019 → Present
    Fidelity Brokerage Services, Llc
    Wayne, NJ
  • 05/2019 → 10/2019
    Unemployed
    Scotch Plains, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-10-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Wayne, NJ
  • 2018-01-08 → 2019-05-02
    Usaa Investment Services Company
    San Antonio, TX
  • 2015-04-16 → 2018-01-08
    Usaa Financial Planning Services
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-12
S63 Uniform Securities Agent State Law Examination 2014-04-02
  • S65 Uniform Investment Adviser Law Examination
    2015-03-12
  • S63 Uniform Securities Agent State Law Examination
    2014-04-02

View on SEC IAPD

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