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Cole James Murray

Strategic Advisers LLC

Naples, FL

Naples, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

5200 Tamiami Trail N Suites 103, 201 - 204, Naples, FL 34103-2817 • United States

Naples, FL • 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
Farley State Marina Atlantic City NJ 05/2019 08/2019
Bootleggers Liquor Nothfield NJ 06/2020 08/2020
J&M Landscaping Pleasantville NJ 06/2021 08/2021
Brigantine Yacht Club Brigantine NJ 06/2017 08/2017
Brigantine Yacht Club Brigantine NJ 06/2018 08/2018
St Augustine Preparatory School Richland NJ 09/2016 05/2017
St Augustine Preparatory School Richland NJ 09/2017 05/2018
St Augustine Preparatory School Richland NJ 09/2018 05/2019
University Of Tampa Tampa FL 09/2019 05/2020
University Of Tampa Tampa FL 09/2020 05/2021
University Of Tampa Tampa FL 09/2021 05/2022
University Of Tampa Tampa FL 09/2022 12/2022
Fidelity Investments Naples FL 01/2023 Present
Venetian Marina And Yacht Club Miami FL 07/2022 08/2022
Fidelity Investments Boston MA 03/2025 Present
  • 05/2019 → 08/2019
    Farley State Marina
    Atlantic City, NJ
  • 06/2020 → 08/2020
    Bootleggers Liquor
    Nothfield, NJ
  • 06/2021 → 08/2021
    J&M Landscaping
    Pleasantville, NJ
  • 06/2017 → 08/2017
    Brigantine Yacht Club
    Brigantine, NJ
  • 06/2018 → 08/2018
    Brigantine Yacht Club
    Brigantine, NJ
  • 09/2016 → 05/2017
    St Augustine Preparatory School
    Richland, NJ
  • 09/2017 → 05/2018
    St Augustine Preparatory School
    Richland, NJ
  • 09/2018 → 05/2019
    St Augustine Preparatory School
    Richland, NJ
  • 09/2019 → 05/2020
    University Of Tampa
    Tampa, FL
  • 09/2020 → 05/2021
    University Of Tampa
    Tampa, FL
  • 09/2021 → 05/2022
    University Of Tampa
    Tampa, FL
  • 09/2022 → 12/2022
    University Of Tampa
    Tampa, FL
  • 01/2023 → Present
    Fidelity Investments
    Naples, FL
  • 07/2022 → 08/2022
    Venetian Marina And Yacht Club
    Miami, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Naples, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-18
S63 Uniform Securities Agent State Law Examination 2023-04-07
  • S66 Uniform Combined State Law Examination
    2023-05-18
  • S63 Uniform Securities Agent State Law Examination
    2023-04-07

View on SEC IAPD

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