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Jud Toth

Strategic Advisers LLC

Tampa, FL

St Petersburg, 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 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

3000 Bayport Dr Ste 800, Tampa, FL 33607-8402 • United States

St Petersburg, FL • 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
Billy Clark Creative Management New York NY 08/2016 01/2018
Truist Financial Corporation Marco Island FL 03/2018 11/2021
Fidelity Investments Tampa FL 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 01/2018
    Billy Clark Creative Management
    New York, NY
  • 03/2018 → 11/2021
    Truist Financial Corporation
    Marco Island, FL
  • 11/2021 → Present
    Fidelity Investments
    Tampa, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tampa, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-03
S63 Uniform Securities Agent State Law Examination 2022-03-07
  • S66 Uniform Combined State Law Examination
    2022-11-03
  • S63 Uniform Securities Agent State Law Examination
    2022-03-07
Other Names
  • Jud Jeffrey Toth

View on SEC IAPD

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