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James O'DOnnell

Strategic Advisers LLC

Revere, MA

Danvers, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Revere, MA • United States

152 Endicott Street, Danvers, MA 01923-3619 • 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 Danvers MA 06/2022 Present
Holy Cross Dining Services Worcester MA 09/2018 05/2022
City Of Revere- Treasurer's Office Revere MA 05/2021 08/2021
The Home Depot Chelsea MA 05/2020 08/2020
City Of Revere- Mayor's Office Revere MA 09/2016 01/2021
Point Of Pines Yacht Club Revere MA 04/2016 09/2016
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → Present
    Fidelity Investments
    Danvers, MA
  • 09/2018 → 05/2022
    Holy Cross Dining Services
    Worcester, MA
  • 05/2021 → 08/2021
    City Of Revere- Treasurer's Office
    Revere, MA
  • 05/2020 → 08/2020
    The Home Depot
    Chelsea, MA
  • 09/2016 → 01/2021
    City Of Revere- Mayor's Office
    Revere, MA
  • 04/2016 → 09/2016
    Point Of Pines Yacht Club
    Revere, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Danvers, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-26
S63 Uniform Securities Agent State Law Examination 2023-02-17
  • S66 Uniform Combined State Law Examination
    2023-04-26
  • S63 Uniform Securities Agent State Law Examination
    2023-02-17
Other Names
  • James Francis O'DOnnell
  • James Francis Odonnell
  • James Francis O'DOnnell

View on SEC IAPD

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