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Sander D. Bleustein

Strategic Advisers LLC

Naples, FL

Bonita Springs, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-15
FL RA APPROVED 2025-03-31
NC RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-04-15
  • FL RA
    APPROVED
    Since 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31

Branch Locations

350 5Th Avenue South Ste 202, Naples, FL 34102-6576 • United States

Bonita Springs, 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
Fidelity Brokerage Services Llc Naples FL 10/2012 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2012 → Present
    Fidelity Brokerage Services Llc
    Naples, FL
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Highlands, NC
    Bonita Springs, FL
    Bonita Springs, FL
    Jersey City, NJ
  • 2013-01-11 → 2018-07-13
    Strategic Advisers Llc
    Naples, FL
  • 2011-05-05 → 2012-10-25
    Morgan Keegan & Company, Llc
    Naples, FL
  • 2006-11-08 → 2011-03-22
    Ubs Financial Services Inc.
    Weehawken, NJ
    Chicago, IL
    Weehawken, NJ
  • 2004-01-15 → 2006-10-04
    Morgan Keegan & Company, Llc
    Memphis, TN
    Memphis, TN
  • 2004-05-07 → 2006-10-04
    Wealthtrust Advisors
    Nashville, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-08-28
S63 Uniform Securities Agent State Law Examination 1985-10-31
  • S65 Uniform Investment Adviser Law Examination
    1997-08-28
  • S63 Uniform Securities Agent State Law Examination
    1985-10-31
Designations
Other Names
  • Sandy Bleustein
  • Sander David Bleustein
  • David Sander Bleustein

View on SEC IAPD

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Other Investors

JENNIFER ERNA MCMANUS
RUDINA RUCI
SALWA AMEEN
SAEGER CAY OLSEN
MIGUEL ALEJANDRO ALVAREZ
Manuel Espinosa
Ethan Nathaniel Stern
DAVID MATTHEW WHITTAKER

Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

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