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Julie Rieseck

Strategic Advisers LLC

Farmington, MI

South Lyon, MI

Westlake, OH

Broomfield, CO

Fairlawn, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-06-10
TX RA APPROVED_RES 2025-03-31
  • MI RA
    APPROVED
    Since 2025-06-10
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

30200 Northwestern Hwy, Farmington, MI 48334-3296 • United States

South Lyon, MI • United States

1800 Crocker Road, Westlake, OH 44145-6958 • United States

281 E. Flatiron Crossing Dr, Broomfield, CO 80021-8055 • United States

3750 W Market St Unit A, Fairlawn, OH 44333-4803 • 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 Westlake OH 04/2015 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2015 → Present
    Fidelity Brokerage Services Llc
    Westlake, OH
  • 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
    Morrison, CO
  • 2015-06-24 → 2018-07-13
    Strategic Advisers Llc
    Westlake, OH
  • 2008-03-06 → 2013-03-18
    Msi Financial Services, Inc.
    Broadview Heights, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-29
  • S66 Uniform Combined State Law Examination
    2015-05-29
Other Names
  • Stover
  • Julie Stover
  • Julie Stover
  • Julie M Stover
  • Julie Stover
  • Julie Michelle Stover
  • Julie Michelle Rieseck

View on SEC IAPD

Other Firms

ASSET ALLOCATION STRATEGIES, LLC
EDWARD JONES
ADVISORY SERVICES NETWORK
KESTRA PRIVATE WEALTH SERVICES, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAIDER DENNIS AGENCY
OSAIC ADVISORY SERVICES, LLC

Other Investors

DARREN ANDREW WOOLSON
RICHARD JAMES BARDEN
AUSTIN MARSHALL DAHM
KENNY ROLAND GOLDNER
DAVID ALAN BARDEN
Matthew Loren Dennison
KEVIN J ARENDS
DAVID PATRICK SAWINSKI

Other Offices

ASSET ALLOCATION STRATEGIES, LLC · FARMINGTON, MI
EDWARD JONES · FARMINGTON, MI
ADVISORY SERVICES NETWORK · Farmington, MI
KESTRA PRIVATE WEALTH SERVICES, LLC · Farmington, MI
J.P. MORGAN SECURITIES LLC · FARMINGTON, MI
ADVISORY SERVICES NETWORK · FARMINGTON, MI
STATE FARM INVESTMENT MANAGEMENT CORP. · Farmington, MI
RAIDER DENNIS AGENCY · FARMINGTON, MI

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