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Stephanie Kerlew

Strategic Advisers LLC

Orlando, FL

Winter Park, 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

Orlando, FL • United States

900 North Orlando Ave, Winter Park, FL 32789-2924 • 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
Hyatt Jacksonville FL 07/2021 03/2022
Starbucks Jacksonville FL 07/2019 01/2020
Unemployed Jacksonville FL 01/2020 07/2021
Pier 1 Imports Jacksonville FL 10/2018 10/2018
Unemployed Jacksonville FL 10/2018 07/2019
Bj's Wholesale Club Jacksonville FL 11/2017 02/2018
Unemployed Jacksonville FL 02/2018 10/2018
Pei Wei Jacksonville Beach FL 11/2016 10/2017
Unemployed Jacksonville FL 10/2017 11/2017
Wendy's Jacksonville Beach FL 03/2016 11/2016
Fidelity Investments Jacksonville FL 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → 03/2022
    Hyatt
    Jacksonville, FL
  • 07/2019 → 01/2020
    Starbucks
    Jacksonville, FL
  • 01/2020 → 07/2021
    Unemployed
    Jacksonville, FL
  • 10/2018 → 10/2018
    Pier 1 Imports
    Jacksonville, FL
  • 10/2018 → 07/2019
    Unemployed
    Jacksonville, FL
  • 11/2017 → 02/2018
    Bj's Wholesale Club
    Jacksonville, FL
  • 02/2018 → 10/2018
    Unemployed
    Jacksonville, FL
  • 11/2016 → 10/2017
    Pei Wei
    Jacksonville Beach, FL
  • 10/2017 → 11/2017
    Unemployed
    Jacksonville, FL
  • 03/2016 → 11/2016
    Wendy's
    Jacksonville Beach, FL
  • 05/2022 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-12
S63 Uniform Securities Agent State Law Examination 2022-09-02
  • S66 Uniform Combined State Law Examination
    2024-01-12
  • S63 Uniform Securities Agent State Law Examination
    2022-09-02
Other Names
  • Stephanie Alyssa Kerlew
  • Mona Kerlew
  • Stephanie Kerlew

View on SEC IAPD

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