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James Stark

Strategic Advisers LLC

Hilton Head Island, SC

Hilton Head Island, SC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

430 William Hilton Parkway Suite 305, Hilton Head Island, SC 29926-2409 • United States

Hilton Head Island, SC • 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 Smithfield RI 06/2022 Present
The University Of Alabama Tuscaloosa AL 08/2018 05/2022
Uxbridge Public Schools Uxbridge MA 05/2021 08/2021
Uxbridge Public Schools Uxbridge MA 05/2020 08/2020
Uxbridge Public Schools Uxbridge MA 05/2019 08/2019
Uxbridge Public Schools Uxbridge MA 06/2018 08/2018
Uxbridge High School Uxbridge MA 08/2014 06/2018
Uxbridge Public Schools Uxbridge MA 06/2017 08/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → Present
    Fidelity Investments
    Smithfield, RI
  • 08/2018 → 05/2022
    The University Of Alabama
    Tuscaloosa, AL
  • 05/2021 → 08/2021
    Uxbridge Public Schools
    Uxbridge, MA
  • 05/2020 → 08/2020
    Uxbridge Public Schools
    Uxbridge, MA
  • 05/2019 → 08/2019
    Uxbridge Public Schools
    Uxbridge, MA
  • 06/2018 → 08/2018
    Uxbridge Public Schools
    Uxbridge, MA
  • 08/2014 → 06/2018
    Uxbridge High School
    Uxbridge, MA
  • 06/2017 → 08/2017
    Uxbridge Public Schools
    Uxbridge, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Hilton Head Island, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-20
S63 Uniform Securities Agent State Law Examination 2022-10-03
  • S66 Uniform Combined State Law Examination
    2024-04-20
  • S63 Uniform Securities Agent State Law Examination
    2022-10-03
Other Names
  • James Allen Stark
  • James Stark

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HILTON HEAD CAPITAL PARTNERS, LLC
WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
MORGAN STANLEY
THE ASCENT GROUP, LLC
AE WEALTH MANAGEMENT, LLC
PRINCIPAL SECURITIES, INC.

Other Investors

Ryan Jon Berry
Gregory F Viventi
MATTHEW RYAN KENNETT
Paula L Eagle
LEANNE B WOODARD
John MARK Brighton
DAVID GEORGE RUCKNO
Brighan C Dryer

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HILTON HEAD ISLAND, SC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HILTON HEAD, SC
HILTON HEAD CAPITAL PARTNERS, LLC · HILTON HEAD ISLAND, SC
WELLS FARGO CLEARING SERVICES, LLC · HILTON HEAD ISLAND, SC
TRUIST ADVISORY SERVICES, INC. · HILTON HEAD ISLANDS, SC
TRUIST ADVISORY SERVICES, INC. · HILTON HEAD, SC
MORGAN STANLEY · Hilton Head Island, SC
THE ASCENT GROUP, LLC · Hilton Head, SC

More in Hilton Head Island, SC

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