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Olivia Czech

Strategic Advisers LLC

Boston, MA

South Boston, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-13
MA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-03-13
  • MA RA
    APPROVED
    Since 2025-03-31

Branch Locations

801 Boylston Street, Boston, MA 02116-2625 • United States

South Boston, MA • 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
The Wequassett Resort And Golf Club Chatham MA 06/2020 09/2021
N/A Ma MA 09/2004 05/2024
The Red Wagon Ma MA 06/2016 09/2016
Georgetown University Georgetown DC 08/2023 05/2024
All Souls Episcopal Church Georgetown DC 01/2022 01/2023
Insurify Inc. Cambridge MA 06/2021 12/2022
Christ Church, Georgetown Georgetown DC 01/2021 05/2024
Fidelity Investments Boston MA 06/2024 Present
Oyster Harbors Club Oysterville MA 05/2022 09/2022
Fidelity Investments Boston MA 06/2023 08/2023
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → 09/2021
    The Wequassett Resort And Golf Club
    Chatham, MA
  • 09/2004 → 05/2024
    N/A
    Ma, MA
  • 06/2016 → 09/2016
    The Red Wagon
    Ma, MA
  • 08/2023 → 05/2024
    Georgetown University
    Georgetown, DC
  • 01/2022 → 01/2023
    All Souls Episcopal Church
    Georgetown, DC
  • 06/2021 → 12/2022
    Insurify Inc.
    Cambridge, MA
  • 01/2021 → 05/2024
    Christ Church, Georgetown
    Georgetown, DC
  • 06/2024 → Present
    Fidelity Investments
    Boston, MA
  • 05/2022 → 09/2022
    Oyster Harbors Club
    Oysterville, MA
  • 06/2023 → 08/2023
    Fidelity Investments
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Boston, MA
Other Businesses

OBA-125798|OrgNmn:Petula's|Org Addr:South Bost,Massachuse,US|OBA Nature:Serving and Supporting Staff a|Invst Rel:N|Title:Employee|Duties:hostess|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-10
  • S66 Uniform Combined State Law Examination
    2024-10-10

View on SEC IAPD

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ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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