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Chase J Skuza

Strategic Advisers LLC

Bellevue, WA

Kirkland, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

10500 Ne 8Th Street Bellevue Place Ste 100, Bellevue, WA 98004-4303 • United States

Kirkland, WA • 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
University Of Washington Seattle WA 06/2017 12/2021
Aletheian Wealth Advisors Bellevue WA 07/2021 12/2021
Fidelity Investments Bellevue WA 04/2022 Present
Unemployed Pierce County WA 04/2012 06/2017
Ubereats Seattle WA 06/2018 03/2022
Doordash Seattle WA 06/2018 08/2018
Postemates Seattle WA 06/2018 08/2018
A-1 Distribution Kent WA 06/2020 09/2020
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 12/2021
    University Of Washington
    Seattle, WA
  • 07/2021 → 12/2021
    Aletheian Wealth Advisors
    Bellevue, WA
  • 04/2022 → Present
    Fidelity Investments
    Bellevue, WA
  • 04/2012 → 06/2017
    Unemployed
    Pierce County, WA
  • 06/2018 → 03/2022
    Ubereats
    Seattle, WA
  • 06/2018 → 08/2018
    Doordash
    Seattle, WA
  • 06/2018 → 08/2018
    Postemates
    Seattle, WA
  • 06/2020 → 09/2020
    A-1 Distribution
    Kent, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bellevue, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-08
  • S66 Uniform Combined State Law Examination
    2023-05-08

View on SEC IAPD

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THREADLINE WEALTH · BELLEVUE, WA
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STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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