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Liam Paul Donelan

Strategic Advisers LLC

Arlington, VA

Arlington, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-01-06
TX RA APPROVED 2025-03-31
  • VA RA
    APPROVED
    Since 2026-01-06
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

4000 Wilson Blvd, Arlington, VA 22203-2088 • United States

Arlington, VA • 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
Milton High School Milton MA 08/2016 06/2017
Ltf Club Management Company Llc Westwood MA 05/2018 08/2018
Connecticut College New London CT 08/2017 12/2020
Connecticut College New London CT 01/2019 05/2019
Shamrock Swim Club Milton MA 06/2019 08/2019
Ltf Club Management Company Llc Westwood MA 05/2017 08/2017
Unemployed Milton MA 04/2020 06/2021
Fidelity Investments Durham NC 06/2021 Present
Wrights Resumes And Connections New London CT 08/2020 12/2020
Seasoned Palette Milton MA 08/2017 03/2020
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 06/2017
    Milton High School
    Milton, MA
  • 05/2018 → 08/2018
    Ltf Club Management Company Llc
    Westwood, MA
  • 08/2017 → 12/2020
    Connecticut College
    New London, CT
  • 01/2019 → 05/2019
    Connecticut College
    New London, CT
  • 06/2019 → 08/2019
    Shamrock Swim Club
    Milton, MA
  • 05/2017 → 08/2017
    Ltf Club Management Company Llc
    Westwood, MA
  • 04/2020 → 06/2021
    Unemployed
    Milton, MA
  • 06/2021 → Present
    Fidelity Investments
    Durham, NC
  • 08/2020 → 12/2020
    Wrights Resumes And Connections
    New London, CT
  • 08/2017 → 03/2020
    Seasoned Palette
    Milton, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
    Raleigh, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-03
S63 Uniform Securities Agent State Law Examination 2022-11-08
  • S66 Uniform Combined State Law Examination
    2025-03-03
  • S63 Uniform Securities Agent State Law Examination
    2022-11-08

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
DELIBERATE CAPITAL
WELLS FARGO CLEARING SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
CORETEGIC CAPITAL, LLC
WENDROFF WEALTH ADVISORS
LPL FINANCIAL LLC

Other Investors

MICHAEL ANTHONY GARCIA
DAMIEN Rolando BARROS
Karla Maria Calcano Jimenez
Grace Regina Borger
ELVIS CASTRO
Dwight H Cates
Darryl Joseph Elliott
ALEXANDER NGUYEN

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Arlington, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ARLINGTON, VA
DELIBERATE CAPITAL · ARLINGTON, VA
WELLS FARGO CLEARING SERVICES, LLC · ARLINGTON, VA
ALLSTATE FINANCIAL ADVISORS, LLC · Arlington, VA
STATE FARM INVESTMENT MANAGEMENT CORP. · Arlington, VA
CORETEGIC CAPITAL, LLC · ARLINGTON, VA
WELLS FARGO CLEARING SERVICES, LLC · ARLINGTON, VA

More in Arlington, VA

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