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Troy Dostal

Strategic Advisers LLC

River Falls, WI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

River Falls, WI • 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
Ameriprise Financial Services, Inc. Minneapolis MN 03/2015 12/2021
Fidelity Investments Covington KY 12/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2015 → 12/2021
    Ameriprise Financial Services, Inc.
    Minneapolis, MN
  • 12/2021 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-97627|OrgNmn:Bella Cleaning|Org Addr:Applevalle,Minnesota,US|OBA Nature:Cleaning Business|Invst Rel:N|Title:Employee|Duties:Cleaning technician |StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-65038|OrgNmn:Stout Craft House|Org Addr:Menomonie,Wisconsin,US|OBA Nature:Restaurant/Banquet Center|Invst Rel:N|Title:Employee|Duties:Banquet server and hourly manager|StrtDt:12-14-21|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-20
  • S66 Uniform Combined State Law Examination
    2014-11-20
Other Names
  • Troy Daniel Dostal
  • Troy Dostal

View on SEC IAPD

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