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Virginia Laclair

Strategic Advisers LLC

Mauldin, SC

Greenville, SC

CRD 5126980

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • SC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Mauldin, SC • United States

210 South Main St, Greenville, SC 29601-2832 • 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 Greenville SC 02/2015 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2015 → Present
    Fidelity Brokerage Services Llc
    Greenville, SC
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Mauldin, SC
    Greenville, SC
  • 2016-04-21 → 2018-07-13
    Strategic Advisers Llc
    Greenville, SC
  • 2012-03-27 → 2014-02-07
    Morgan Stanley
    Bluffton, SC
Other Businesses

OBA-129617|OrgNmn:Planters Row Home Owners Association|Org Addr:Mauldin,South Caro,US|OBA Nature:Voting member of the homeowner|Invst Rel:N|Title:Treasurer|Duties:Run the budget reports|StrtDt:04-28-26|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-18
S63 Uniform Securities Agent State Law Examination 2010-05-17
  • S65 Uniform Investment Adviser Law Examination
    2016-04-18
  • S63 Uniform Securities Agent State Law Examination
    2010-05-17
Other Names
  • Virginia Laclair
  • Virginia Lynn Laclair

View on SEC IAPD

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