Adam Steinmetz

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

MI RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Grand Rapids, MI • United States

3480 28Th Street Se, Grand Rapids, MI 49512-1602 • 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 Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Commerce Bank	Florissant	MO	07/2016	07/2017
Fidelity Brokerage Services Llc	Chesterfield	MO	07/2017	Present
Full Time Education	Columbia	MO	07/2007	12/2016
Fidelity Investments	Boston	MA	03/2025	Present

07/2016 → 07/2017

Commerce Bank

Florissant, MO
07/2017 → Present

Fidelity Brokerage Services Llc

Chesterfield, MO
07/2007 → 12/2016

Full Time Education

Columbia, MO
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-10-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Chesterfield, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-08-29
S63	Uniform Securities Agent State Law Examination	2017-11-06

S66 Uniform Combined State Law Examination

2021-08-29
S63 Uniform Securities Agent State Law Examination

2017-11-06

Designations

Other Names

Adam Frederick Steinmetz
Adam Steinmetz

View on SEC IAPD