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Brandon Waltz

Strategic Advisers LLC

Quincy, MA

Cambridge, 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

Quincy, MA • United States

200 Technology Square, Cambridge, MA 02139-3578 • 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
Northwestern Mutual Investment Services Llc Braintree MA 08/2023 12/2023
Grant Frieling Braintree MA 12/2022 08/2023
Grant Frieling Braintree MA 12/2022 08/2023
Brandon Waltz Boston MA 05/2016 11/2018
Unemployed Quincy MA 12/2023 05/2024
Northwestern Mutual Investment Services Llc Braintree MA 08/2023 12/2023
Rthread Centerport NY 11/2018 01/2021
Small Business Administration Washington DC 01/2021 10/2022
Grant Frieling Braintree MA 10/2022 12/2022
Fidelity Investments Cambridge MA 05/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2023 → 12/2023
    Northwestern Mutual Investment Services Llc
    Braintree, MA
  • 12/2022 → 08/2023
    Grant Frieling
    Braintree, MA
  • 12/2022 → 08/2023
    Grant Frieling
    Braintree, MA
  • 05/2016 → 11/2018
    Brandon Waltz
    Boston, MA
  • 12/2023 → 05/2024
    Unemployed
    Quincy, MA
  • 08/2023 → 12/2023
    Northwestern Mutual Investment Services Llc
    Braintree, MA
  • 11/2018 → 01/2021
    Rthread
    Centerport, NY
  • 01/2021 → 10/2022
    Small Business Administration
    Washington, DC
  • 10/2022 → 12/2022
    Grant Frieling
    Braintree, MA
  • 05/2024 → Present
    Fidelity Investments
    Cambridge, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cambridge, MA
    Quincy, MA
Other Businesses

OBA-131773|OrgNmn:BE LLC|Org Addr:Milton,Massachuse,US|OBA Nature:LLC is a holding/parent compan|Invst Rel:N|Title:Partner|Duties:Create BE Jewelry as a business (must file DBA) and house the business entity|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-06
  • S66 Uniform Combined State Law Examination
    2024-04-06
Other Names
  • Brandon Waltz

View on SEC IAPD

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