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Garrett Tolley

Strategic Advisers LLC

Ponte Vedra Beach, 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 2026-01-14
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2026-01-14
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Ponte Vedra Beach, 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 Westlake TX 08/2016 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 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
    Chattanooga, TN
    Covington, KY
    Ooltewah, TN
  • 2017-02-15 → 2018-07-13
    Strategic Advisers Llc
    Westlake, TX
Other Businesses

OBA-128162|OrgNmn:Chatt It Up Sports|Org Addr:Chattanoog,Tennessee,US|OBA Nature:Sports Podcast|Invst Rel:N|Title:co-founder|Duties:co-founder. not involved in day to day. 20% owner on LLC ppwk|StrtDt:|TotHrs/mon:0.01|TrdHrs/mon:0.01|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-10-07
  • S66 Uniform Combined State Law Examination
    2016-10-07
Other Names
  • Garrett Edward Bosworth Tolley
  • Garrett Edward Bosworth Tolley

View on SEC IAPD

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