Caitlin Pelzer

Strategic Advisers LLC

Liberty Township, OH

Beavercreek, OH

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

OH RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Liberty Township, OH • United States

4389 Walnut St., Beavercreek, OH 45440-1491 • 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
The Cinday Academy	Springboro	OH	08/2019	01/2023
Unemployed	Hamilton	OH	10/2018	08/2019
Charyl Stockwell Academy	Hartland	MI	08/2015	10/2018
Fidelity Investments	Beavercreek	OH	01/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2019 → 01/2023

The Cinday Academy

Springboro, OH
10/2018 → 08/2019

Unemployed

Hamilton, OH
08/2015 → 10/2018

Charyl Stockwell Academy

Hartland, MI
01/2023 → Present

Fidelity Investments

Beavercreek, OH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2025-02-25 → 2025-03-31

Fidelity Personal And Workplace Advisors

Liberty Township, OH

Beavercreek, OH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-02-22
S63	Uniform Securities Agent State Law Examination	2023-08-07

S66 Uniform Combined State Law Examination

2025-02-22
S63 Uniform Securities Agent State Law Examination

2023-08-07

Other Names

Caitlin Marie Pelzer
Caitlin Marie Jaynes
Caitlin M Pelzer

View on SEC IAPD

More in Liberty Township, OH

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor