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Jaime Lynn Petricca

Strategic Advisers LLC

Farmington, CT

West Hartford, CT

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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

Farmington, CT • United States

29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211 • 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
Congress Asset Management Company Boston MA 07/2015 08/2017
Quasar Distributors, Llc Milwaukee WI 07/2015 08/2017
Allspring Funds Distributor Boston MA 09/2017 05/2022
Goldman Sachs & Co. Llc New York NY 05/2022 09/2024
Fidelity Investments West Hartford CT 11/2024 Present
Town Sports International Boston MA 08/2015 03/2020
Fidelity Investments Boston MA 03/2025 Present
  • 07/2015 → 08/2017
    Congress Asset Management Company
    Boston, MA
  • 07/2015 → 08/2017
    Quasar Distributors, Llc
    Milwaukee, WI
  • 09/2017 → 05/2022
    Allspring Funds Distributor
    Boston, MA
  • 05/2022 → 09/2024
    Goldman Sachs & Co. Llc
    New York, NY
  • 11/2024 → Present
    Fidelity Investments
    West Hartford, CT
  • 08/2015 → 03/2020
    Town Sports International
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    West Hartford, CT
Other Businesses

OBA-128652|OrgNmn:Jaime's Art|Org Addr:Farmington,Connecticu,US|OBA Nature:Ink art|Invst Rel:N|Title:Artist|Duties:Selling artwork|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-24
S63 Uniform Securities Agent State Law Examination 2014-08-25
  • S66 Uniform Combined State Law Examination
    2025-01-24
  • S63 Uniform Securities Agent State Law Examination
    2014-08-25
Other Names
  • Jaime L Petricca
  • Jaime Petricca

View on SEC IAPD

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