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Lindsay Mayberry

Strategic Advisers LLC

Bethlehem, PA

Center Valley, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-08-04
TX RA APPROVED 2025-08-04
  • PA RA
    APPROVED
    Since 2025-08-04
  • TX RA
    APPROVED
    Since 2025-08-04

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
OrganizationCityStateFromTo
Unity Bank Bethlehem PA 01/2016 01/2023
Clinton House Clinton NJ 01/2012 10/2016
Fidelity Investments Smithfield RI 02/2023 Present
  • 01/2016 → 01/2023
    Unity Bank
    Bethlehem, PA
  • 01/2012 → 10/2016
    Clinton House
    Clinton, NJ
  • 02/2023 → Present
    Fidelity Investments
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-02
S63 Uniform Securities Agent State Law Examination 2023-09-11
  • S66 Uniform Combined State Law Examination
    2025-06-02
  • S63 Uniform Securities Agent State Law Examination
    2023-09-11
Other Names
  • Lindsay Brooke Mayberry
  • Lindsay Mayberry

View on SEC IAPD

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