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Xane Stock

Strategic Advisers LLC

Pittsburgh, PA

Canonsburg, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1680 Washington Rd Ste H, Pittsburgh, PA 15241-1213 • United States

Canonsburg, PA • 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
Sagepoint Financial Oakmont PA 05/2022 03/2023
California University Of Pa. California PA 08/2018 05/2022
United Parcel Service New Stanton PA 10/2019 01/2020
Unemployed Washington PA 06/2017 08/2017
Angelo's Italian Restaurant Washington PA 02/2017 07/2018
Trinity High School Washington PA 08/2015 06/2018
Polo Ralph Lauren Washington PA 09/2016 01/2017
Unemployed Washington PA 06/2021 08/2021
Unemployed Washington PA 06/2020 08/2020
Cambridge Investment Research, Inc. Fairfield IA 03/2023 03/2024
Fidelity Investments Pittsburgh PA 03/2024 Present
Cambridge Investment Research, Inc. Fairfield IA 03/2023 03/2024
Unemployed Washington PA 06/2021 08/2021
United Parcel Service New Stanton PA 10/2019 01/2020
Unemployed Washington PA 06/2020 08/2020
Polo Ralph Lauren Washington PA 09/2016 01/2017
Sagepoint Financial Oakmont PA 05/2022 03/2023
Unemployed Washington PA 06/2017 08/2017
Angelo'S Italian Restaurant Washington PA 02/2017 07/2018
California University Of Pa. California PA 08/2018 05/2022
Trinity High School Washington PA 08/2015 06/2018
Fidelity Investments Boston MA 03/2025 Present
  • 05/2022 → 03/2023
    Sagepoint Financial
    Oakmont, PA
  • 08/2018 → 05/2022
    California University Of Pa.
    California, PA
  • 10/2019 → 01/2020
    United Parcel Service
    New Stanton, PA
  • 06/2017 → 08/2017
    Unemployed
    Washington, PA
  • 02/2017 → 07/2018
    Angelo's Italian Restaurant
    Washington, PA
  • 08/2015 → 06/2018
    Trinity High School
    Washington, PA
  • 09/2016 → 01/2017
    Polo Ralph Lauren
    Washington, PA
  • 06/2021 → 08/2021
    Unemployed
    Washington, PA
  • 06/2020 → 08/2020
    Unemployed
    Washington, PA
  • 03/2023 → 03/2024
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 03/2024 → Present
    Fidelity Investments
    Pittsburgh, PA
  • 03/2023 → 03/2024
    Cambridge Investment Research, Inc.
    Fairfield, IA
  • 06/2021 → 08/2021
    Unemployed
    Washington, PA
  • 10/2019 → 01/2020
    United Parcel Service
    New Stanton, PA
  • 06/2020 → 08/2020
    Unemployed
    Washington, PA
  • 09/2016 → 01/2017
    Polo Ralph Lauren
    Washington, PA
  • 05/2022 → 03/2023
    Sagepoint Financial
    Oakmont, PA
  • 06/2017 → 08/2017
    Unemployed
    Washington, PA
  • 02/2017 → 07/2018
    Angelo'S Italian Restaurant
    Washington, PA
  • 08/2018 → 05/2022
    California University Of Pa.
    California, PA
  • 08/2015 → 06/2018
    Trinity High School
    Washington, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Washington, PA
    Pittsburgh, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-22
S63 Uniform Securities Agent State Law Examination 2022-10-03
  • S66 Uniform Combined State Law Examination
    2024-07-22
  • S63 Uniform Securities Agent State Law Examination
    2022-10-03
Other Names
  • Xane Markus Stock

View on SEC IAPD

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Other Investors

BRANDON JAMES HAYNES
DARIN BRYCE HAWN
JOSEPH ADAM MARSTELLAR
JASON E GRAPER
Courtney Ann Collins
JOSEPH CHARLES CLARK
Ariel Irene Elise Watson
NANCY DUGAN MCKEE

Other Offices

ALLEGHENY FINANCIAL GROUP · PITTSBURGH, PA
ALLEGHENY INVESTMENTS · PITTSBURGH, PA
ANALYTX CAPITAL MANAGEMENT LP · PITTSBURGH, PA
CWM, LLC · Pittsburgh, PA
LPL FINANCIAL LLC · BELLEVUE, PA
DS WEALTH ADVISORS, INC. · PITTSBURGH, PA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · PITTSBURGH, PA
WESBANCO SECURITIES, INC. · PITTSBURGH, PA

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