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James V. Dunleavy

Strategic Advisers LLC

Marlton, 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

Marlton, NJ • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner, And Smith, Incorporated Pennington NJ 04/2014 09/2021
Bank Of America, N.A. Pennington NJ 06/2014 09/2021
Fidelity Investments Covington KY 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2014 → 09/2021
    Merrill Lynch, Pierce, Fenner, And Smith, Incorporated
    Pennington, NJ
  • 06/2014 → 09/2021
    Bank Of America, N.A.
    Pennington, NJ
  • 09/2021 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-06-15
  • S66 Uniform Combined State Law Examination
    2014-06-15
Other Names
  • James Vincent Dunleavy
  • James V Dunleavy
  • James Dunleavy

View on SEC IAPD

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