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Levi W Wiget

Strategic Advisers LLC

Lakewood Ranch, 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

Lakewood Ranch, 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
Fidelity Investments Blue Ash OH 03/2006 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2006 → Present
    Fidelity Investments
    Blue Ash, 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
    Lakewood Ranch, FL
  • 2008-10-13 → 2018-07-13
    Strategic Advisers Llc
    Columbus, OH
    Farmington, MI
    Covington, KY
    Knoxville, TN
    Durham, NC
    Sarasota, FL
Other Businesses

OBA-116432|OrgNmn:Wiget Consulting|Org Addr:Lakewood R,Florida,US|OBA Nature:Business Consulting |Invst Rel:N|Title:Owner|Duties:Coaching local folks at various businesses |StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|OBA-3537|OrgNmn:Fishing|Org Addr:Benton,Kentucky,US|OBA Nature:Fishing - Tournaments |Invst Rel:N|Title:Major Leage Fishing |Duties:No duties.|StrtDt:03-11-13|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-01-20
S63 Uniform Securities Agent State Law Examination 2006-10-24
  • S66 Uniform Combined State Law Examination
    2009-01-20
  • S63 Uniform Securities Agent State Law Examination
    2006-10-24
Other Names
  • Wiget, Levi Wiget, Levi
  • Levi Westley Wiget

View on SEC IAPD

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