Wyatt William Wolf

Strategic Advisers LLC

Center Valley, PA

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

Bethlehem, PA • United States

2945 Center Valley Pkwy Suite 311, Center Valley, PA 18034-9033 • 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

Organization	City	State	From	To
Kutztown Area High School	Kutztown	PA	08/2014	06/2018
The Pennsylvania State University	State College	PA	06/2018	05/2022
The Pennsylvania State University- Berks Campus	Reading	PA	07/2018	05/2020
New York Life Insurance Company	Edison	NJ	07/2022	12/2022
Fidelity Investments	Center Valley	PA	01/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2014 → 06/2018

Kutztown Area High School

Kutztown, PA
06/2018 → 05/2022

The Pennsylvania State University

State College, PA
07/2018 → 05/2020

The Pennsylvania State University- Berks Campus

Reading, PA
07/2022 → 12/2022

New York Life Insurance Company

Edison, NJ
01/2023 → Present

Fidelity Investments

Center Valley, PA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-06-23 → 2025-03-31

Fidelity Personal And Workplace Advisors

Center Valley, PA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-06-14

S66 Uniform Combined State Law Examination

2023-06-14

View on SEC IAPD

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