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Scott Priestley

Strategic Advisers LLC

Chicago, IL

Deer Park, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

One North Lasalle Street, Chicago, IL 60602-3902 • United States

Deer Park, IL • 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 Merrimack NH 08/2016 11/2017
Assetmark Financial, Inc. Chicago IL 01/2018 05/2022
Assetmark Brokerage, Llc Chicago IL 01/2018 05/2022
Fidelity Investments Chicago IL 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 11/2017
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 01/2018 → 05/2022
    Assetmark Financial, Inc.
    Chicago, IL
  • 01/2018 → 05/2022
    Assetmark Brokerage, Llc
    Chicago, IL
  • 05/2022 → Present
    Fidelity Investments
    Chicago, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chicago, IL
  • 2018-03-09 → 2022-05-31
    Assetmark, Inc.
    Chicago, IL
    Concord, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-03-09
S63 Uniform Securities Agent State Law Examination 2016-10-15
  • S65 Uniform Investment Adviser Law Examination
    2018-03-09
  • S63 Uniform Securities Agent State Law Examination
    2016-10-15
Designations
Other Names
  • Jr Priestley
  • Scott Guy Priestley
  • Scott Guy Priestley

View on SEC IAPD

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Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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