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Craig R. Stacey

Strategic Advisers LLC

Ponte Vedra Beach, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Ponte Vedra Beach, FL • United States

4671 Town Center Pkwy, Jacksonville, FL 32246-7400 • 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 Merrimack NH 06/2014 05/2019
Fidelity Personal And Workplace Advisors Boston MA 07/2018 05/2019
Morgan Stanley Boston MA 06/2019 12/2019
Fidelity Brokerage Services Llc Burlington MA 01/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2014 → 05/2019
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 07/2018 → 05/2019
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 06/2019 → 12/2019
    Morgan Stanley
    Boston, MA
  • 01/2020 → Present
    Fidelity Brokerage Services Llc
    Burlington, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-01-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Burlington, MA
    Ponte Vedra Beach, FL
  • 2019-06-10 → 2019-12-23
    Morgan Stanley
    Boston, MA
  • 2018-07-13 → 2019-05-30
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2017-07-26 → 2018-07-13
    Strategic Advisers Llc
    Burlington, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-07
S63 Uniform Securities Agent State Law Examination 2014-07-21
  • S66 Uniform Combined State Law Examination
    2016-06-07
  • S63 Uniform Securities Agent State Law Examination
    2014-07-21
Other Names
  • Craig Ryan Stacey
  • Craig R Stacey
  • Craig Stacey

View on SEC IAPD

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