Sean Adair

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

Wheaton, IL • United States

47 E Chicago Ave, Naperville, IL 60540-5325 • 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Rolling Meadows	IL	10/2016	07/2023
Unemployed	Willowbrook	IL	07/2016	10/2016
Bank Of America, N.A.	Rolling Meadows	IL	01/2017	07/2023
Fidelity Investments	Naperville	IL	07/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

10/2016 → 07/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Rolling Meadows, IL
07/2016 → 10/2016

Unemployed

Willowbrook, IL
01/2017 → 07/2023

Bank Of America, N.A.

Rolling Meadows, IL
07/2023 → Present

Fidelity Investments

Naperville, IL
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-08-03 → 2025-03-31

Fidelity Personal And Workplace Advisors

Naperville, IL
2017-01-20 → 2023-07-10

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL

Hunt Valley, MD

Rolling Meadows, IL

Boston, MA

Chicago, IL

Westlake, OH

Rolling Meadows, IL

Riverside, CA

Oak Brook, IL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-01-19

S66 Uniform Combined State Law Examination

2017-01-19

Other Names

Sean Adair
Sean Avery Adair

View on SEC IAPD

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