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Stephen J. Hoss

Strategic Advisers LLC

Sugarcreek Township, OH

Perrysburg, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-11-17
TX RA APPROVED 2025-03-31
  • OH RA
    APPROVED
    Since 2025-11-17
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Sugarcreek Township, OH • United States

5101 Levis Commons Blvd, Perrysburg, OH 43551-7146 • 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
Fidelity Brokerage Services Llc West Lake TX 03/2017 Present
Starbucks Fort Worth TX 02/2013 03/2017
Fidelity Investments Boston MA 03/2025 Present
  • 03/2017 → Present
    Fidelity Brokerage Services Llc
    West Lake, TX
  • 02/2013 → 03/2017
    Starbucks
    Fort Worth, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

OBA-94889|OrgNmn:Hoss Solutions |Org Addr:Fort Worth,Texas,US|OBA Nature:The business is to assist with|Invst Rel:N|Title:Member (Those who own all or part|Duties:I would be the marketing, selling and fullfilling a coaching program. |StrtDt:08-26-24|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-13
S63 Uniform Securities Agent State Law Examination 2017-05-03
  • S66 Uniform Combined State Law Examination
    2021-12-13
  • S63 Uniform Securities Agent State Law Examination
    2017-05-03
Other Names
  • Stephen Jonathan Hoss
  • Stephen Hoss

View on SEC IAPD

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