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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Greensboro, NC • United States

609 Green Valley Rd, Greensboro, NC 27408-7717 • 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
University Of Chester (Via Mountbatten Institute) London 08/2015 10/2016
Unemployed Tulsa OK 10/2016 02/2017
Ubs Financial Services Menlo Park CA 02/2017 09/2017
Factset Research Systems Boston MA 09/2017 04/2019
Fidelity Brokerage Services Llc Mosrristown NJ 04/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2015 → 10/2016
    University Of Chester (Via Mountbatten Institute)
    London
  • 10/2016 → 02/2017
    Unemployed
    Tulsa, OK
  • 02/2017 → 09/2017
    Ubs Financial Services
    Menlo Park, CA
  • 09/2017 → 04/2019
    Factset Research Systems
    Boston, MA
  • 04/2019 → Present
    Fidelity Brokerage Services Llc
    Mosrristown, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-05-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Morristown, NJ
    Greensboro, NC
  • 2017-05-26 → 2017-09-25
    Palo Alto, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-05-26
  • S66 Uniform Combined State Law Examination
    2017-05-26
Designations
Other Names
  • Brittany Anne Schmucker

View on SEC IAPD

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