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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Hallandalebeach, 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
Wells Fargo Clearing Services, Llc. Hallandale FL 02/2017 10/2022
Wells Fargo Bank Na Hallandale FL 01/2016 10/2022
Fidelity Investments Hallandalebeach FL 10/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2017 → 10/2022
    Hallandale, FL
  • 01/2016 → 10/2022
    Wells Fargo Bank Na
    Hallandale, FL
  • 10/2022 → Present
    Fidelity Investments
    Hallandalebeach, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Hallandalebeach, FL
  • 2021-08-16 → 2022-10-25
    Hallandale, FL
    Fort Lauderdale, FL
Other Businesses

OBA-93227|OrgNmn:Baby One LLC|Org Addr:Hallandale,Florida,US|OBA Nature:Baby products online sales|Invst Rel:N|Title:Officer|Duties:posting new item once or twice a month|StrtDt:02-21-20|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-13
S63 Uniform Securities Agent State Law Examination 2018-05-10
  • S66 Uniform Combined State Law Examination
    2021-08-13
  • S63 Uniform Securities Agent State Law Examination
    2018-05-10
Other Names
  • Iryna Vitiukperez
  • Iryna Vitiuk Perez

View on SEC IAPD

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