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Edward A Ostrowski Iii

Strategic Advisers LLC

Boynton Beach, FL

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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

Boynton Beach, 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
Kovack Securities, Inc. Fort Lauderdale FL 11/2015 05/2022
Kovack Advisors, Inc. Fort Lauderdale FL 11/2015 05/2022
Fidelity Investments Jacksonville FL 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2015 → 05/2022
    Kovack Securities, Inc.
    Fort Lauderdale, FL
  • 11/2015 → 05/2022
    Kovack Advisors, Inc.
    Fort Lauderdale, FL
  • 05/2022 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boynton Beach, FL
  • 2015-11-05 → 2022-05-23
    Kovack Advisors, Inc.
    Boca Raton, FL
    Ft. Lauderdale, FL
    Boynton Beach, FL
    Boca Raton, FL
    Boynton Beach, FL
  • 2015-01-27 → 2015-11-05
    Voya Financial Advisors, Inc.
    Boca Raton, FL
    Fort Lauderdale, FL
Other Businesses

OBA-88967|OrgNmn:Trustee|Org Addr:Dornsife,Pennsylvan,US|OBA Nature:Irrevocable trust|Invst Rel:Y|Title:Trustee|Duties:trustee of irrevocable trust upon cousins death|StrtDt:|TotHrs/mon:0.01|TrdHrs/mon:0.01|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-01-02
  • S66 Uniform Combined State Law Examination
    2015-01-02
Other Names
  • Edward Alexander Ostrowski
  • Edward Alexander Ostrowski
  • Edward A Ostrowski

View on SEC IAPD

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