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Jeffery Wyble

Strategic Advisers LLC

New Canaan, CT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

New Canaan, CT • 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
Greenberg, Dauber, Epstein, & Tucker Newark NJ 06/2012 11/2016
Fidelity Brokerage Services Llc Jersey City NJ 11/2016 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2012 → 11/2016
    Greenberg, Dauber, Epstein, & Tucker
    Newark, NJ
  • 11/2016 → Present
    Fidelity Brokerage Services Llc
    Jersey City, NJ
  • 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
    Jersey City, NJ
    New Canaan, CT
  • 2017-08-21 → 2018-07-13
    Strategic Advisers Llc
    Jersey City, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-07-21
  • S66 Uniform Combined State Law Examination
    2017-07-21

View on SEC IAPD

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BRIAN JOSEPH HETHERINGTON
TIMOTHY HERBERT ORR
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Susan Marie Kaupie
CARISSA B MARZ

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NEW CANAAN, CT
CITIGROUP GLOBAL MARKETS INC. · New Canaan, CT
MONECO ADVISORS · New Canaan, CT
LPL FINANCIAL LLC · NEW CANAAN, CT
NPLP MANAGEMENT · NEW CANAAN, CT
J.H. WHITNEY CAPITAL PARTNERS, LLC · NEW CANAAN, CT
CETERA INVESTMENT ADVISERS LLC · New Canaan, CT
ALEXANDER CAPITAL ADVISORS, LLC · NEW CANAAN, CT

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