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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-07-17
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • WA RA
    APPROVED
    Since 2026-07-17
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

5200 Tamiami Trail N Suites 103, 201 - 204, Naples, FL 34103-2817 • United States

Redmond, WA • United States

304 Strander Blvd, Tukwila, WA 98188-2939 • United States

1518 6Th Ave, Seattle, WA 98101-1706 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 05/2014 07/2017
Bank Of America, N.A. Chandler AZ 06/2014 07/2017
Wells Fargo Clearing Services, Llc Orland Park IL 07/2017 10/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 10/2017 06/2021
Fidelity Investments Naples FL 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-08-18
  • S66 Uniform Combined State Law Examination
    2014-08-18
Other Names
  • Jeffrey Alan Pine
  • Jeffrey A Pine
  • Jeffrey Pine

View on SEC IAPD

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