Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

2261 Q Street Northeast Suite 2A, Albuquerque, NM 87110-2283 • United States

Scottsdale, AZ • United States

7001 West Ray Road Chandler Pavilions, Chandler, AZ 85226-1517 • 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, Inc. Cincinnati OH 10/1997 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/1997 → Present
    Fidelity Brokerage Services, Inc.
    Cincinnati, OH
  • 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
    Albuquerque, NM
    Chandler, AZ
    Scottsdale, AZ
    Chandler, AZ
  • 2007-01-31 → 2018-07-13
    Chandler, AZ
    Blue Ash, OH
    Scottsdale, AZ
    Covington, KY
    Albuquerque, NM
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-08-09
S63 Uniform Securities Agent State Law Examination 1998-02-13
  • S66 Uniform Combined State Law Examination
    2006-08-09
  • S63 Uniform Securities Agent State Law Examination
    1998-02-13
Other Names
  • Lori Meyer
  • Laura Suzanne Meyer

View on SEC IAPD

More in Albuquerque, NM

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor