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Cassandra M. Holland

Strategic Advisers LLC

Hilton Head Island, SC

Hilton Head Island, SC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Hilton Head Island, SC • United States

430 William Hilton Parkway Suite 305, Hilton Head Island, SC 29926-2409 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Us Air Force Chicopee MA 10/2007 03/2017
Fidelity Brokerage Services Llc Merrimack NH 03/2017 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2007 → 03/2017
    Us Air Force
    Chicopee, MA
  • 03/2017 → Present
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Hilton Head Island, SC
Other Businesses

OBA-88945|OrgNmn:Pax Properties LLC|Org Addr:Merrimack,New Hampsh,US|OBA Nature:Private LLC for residential re|Invst Rel:Y|Title:Member|Duties:Holding of income property|StrtDt:|TotHrs/mon:0.5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-24
S63 Uniform Securities Agent State Law Examination 2017-04-21
  • S66 Uniform Combined State Law Examination
    2024-05-24
  • S63 Uniform Securities Agent State Law Examination
    2017-04-21
Other Names
  • Cassie Marie Delisle
  • Cassandra Marie Delisle
  • Cassandra Delisle
  • Cassandra Marie Holland

View on SEC IAPD

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