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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31

Branch Locations

Rochester, NY • United States

2780 Monroe Ave Suite 201, Rochester, NY 14618-4139 • 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
Fidelity Brokerage Services, Llc Rochester NY 03/2014 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2014 → Present
    Fidelity Brokerage Services, Llc
    Rochester, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-09-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Rochester, NY
Other Businesses

OBA-132439|OrgNmn:JM Collective LLC|Org Addr:Rochester,New York,US|OBA Nature:LLC for rental property|Invst Rel:Y|Title:Partner|Duties:Being a landlord for the rental property|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-11-24
  • S63 Uniform Securities Agent State Law Examination
    2014-11-24
Other Names
  • Rachel Lee Nolan

View on SEC IAPD

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