Ian A. Osborn

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31
VA	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31
VA RA
APPROVED

Since 2025-03-31

Branch Locations

11957 Democracy Drive, Reston, VA 20190-5662 • United States

Two Contra Way, Merrimack, NH 03054-4334 • United States

Leesburg, VA • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner, & Smith Incorporated	Leesburg	VA	06/2014	07/2021
Bank Of America, N.A.	Leesburg	VA	03/2015	07/2021
Fidelity Investments	Merrimack	NH	07/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2014 → 07/2021

Merrill Lynch, Pierce, Fenner, & Smith Incorporated

Leesburg, VA
03/2015 → 07/2021

Bank Of America, N.A.

Leesburg, VA
07/2021 → Present

Fidelity Investments

Merrimack, NH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-11-04 → 2025-03-31

Fidelity Personal And Workplace Advisors

Leesburg, VA
2014-11-26 → 2021-07-27

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Vienna, VA

Ashburn, VA

Leesburg, VA

Ashburn, VA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-11-25

S66 Uniform Combined State Law Examination

2014-11-25

Other Names

Ian Osborn
Ian A Osborn

View on SEC IAPD

Other Firms

MASON INVESTMENT ADVISORY SERVICES INC

STAPLE INVESTMENTS LLC

CETERA INVESTMENT ADVISERS LLC

CERITY PARTNERS LLC

AUTUMN WIND ASSET MANAGEMENT INC

HOULIHAN FINANCIAL RESOURCE GROUP, LTD.

F L PUTNAM INVESTMENT MANAGEMENT CO.

WEALTHSPIRE ADVISORS

Other Investors

BRIAN MICHAEL KELLEY

Shayna Amalie Lebowitz

ALLISON LORI Berlenbach Gormier

WILLIAM JESSE DWENGER

MATTHEW JON KRAUSE

BLAINE WILLIAM HOMAN

Other Offices

MASON INVESTMENT ADVISORY SERVICES INC · RESTON, VA

STAPLE INVESTMENTS LLC · RESTON, VA

CETERA INVESTMENT ADVISERS LLC · RESTON, VA

CERITY PARTNERS LLC · RESTON, VA

AUTUMN WIND ASSET MANAGEMENT INC · RESTON, VA

HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · RESTON, VA

F L PUTNAM INVESTMENT MANAGEMENT CO. · RESTON, VA

WEALTHSPIRE ADVISORS · Reston, VA

More in Reston, VA

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