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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Cheshire, CT • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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
Wells Fargo Bank Na Marina Del Rey CA 09/2015 05/2021
Wells Fargo Clearing Services, Llc Marina Del Rey CA 09/2015 05/2021
Wells Fargo Clearing Services Llc Bloomfield CT 05/2021 01/2022
Wells Fargo Bank Na Bloomfield CT 05/2021 01/2022
Fidelity Investments Merrimack NH 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2015 → 05/2021
    Wells Fargo Bank Na
    Marina Del Rey, CA
  • 09/2015 → 05/2021
    Marina Del Rey, CA
  • 05/2021 → 01/2022
    Bloomfield, CT
  • 05/2021 → 01/2022
    Wells Fargo Bank Na
    Bloomfield, CT
  • 01/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cheshire, CT
  • 2021-03-09 → 2022-01-18
    Marina Del Rey, CA
    Los Angeles, CA
    Melville, NY
    Bloomfield, CT
    El Segundo, CA
Other Businesses

OBA-110164|OrgNmn:heshire Robotics Explorers Foundation INC. A 501(c)(|Org Addr:cheshire,Connecticu,US|OBA Nature:non porfit organization for my|Invst Rel:N|Title:Officer|Duties:be able to operate as non-profit and be able to receive donations toward program registration fees and tournament fees have a lego robotics te|StrtDt:10-14-25|TotHrs/mon:12|TrdHrs/mon:0|OBA-104451|OrgNmn:Jason Bruce and Liliya Carlage trust|Org Addr:middletown,Connecticu,US|OBA Nature:rental property |Invst Rel:Y|Title:landlord|Duties:overlookour rental property and collect rent|StrtDt:12-15-23|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-09
S63 Uniform Securities Agent State Law Examination 2014-08-19
  • S65 Uniform Investment Adviser Law Examination
    2021-03-09
  • S63 Uniform Securities Agent State Law Examination
    2014-08-19
Other Names
  • Liliya Eliseeva

View on SEC IAPD

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