Best Investors Account Sign in

James T Ramsay

Strategic Advisers LLC

Virginia Beach, VA

Chesapeake, VA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

4500 Main St Suite 100, Virginia Beach, VA 23462-3358 • United States

Chesapeake, VA • 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
Office Of Robert Schup Norfolk VA 06/2019 06/2020
Kms Financial Services, Inc. Seattle WA 08/2019 06/2020
Opus Wealth Strategies Norfolk VA 05/2018 06/2020
Old Dominion University Norfolk VA 09/2012 05/2018
Guardian Life Insurance Company Virginia Beach VA 08/2020 02/2022
Park Avenue Securities Virginia Beach VA 09/2021 02/2022
Fidelity Investments Virginia Beach VA 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → 06/2020
    Office Of Robert Schup
    Norfolk, VA
  • 08/2019 → 06/2020
    Kms Financial Services, Inc.
    Seattle, WA
  • 05/2018 → 06/2020
    Opus Wealth Strategies
    Norfolk, VA
  • 09/2012 → 05/2018
    Old Dominion University
    Norfolk, VA
  • 08/2020 → 02/2022
    Guardian Life Insurance Company
    Virginia Beach, VA
  • 09/2021 → 02/2022
    Park Avenue Securities
    Virginia Beach, VA
  • 02/2022 → Present
    Fidelity Investments
    Virginia Beach, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Virginia Beach, VA
  • 2021-09-17 → 2022-02-03
    Park Avenue Securities Llc
    Virginia Beach, VA
  • 2020-02-27 → 2020-08-24
    Kms Financial Services, Inc.
    Norfolk, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-14
  • S66 Uniform Combined State Law Examination
    2020-01-14
Designations
Other Names
  • James Thomas Ramsay
  • James Ramsay

View on SEC IAPD

Other Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BEACON HARBOR WEALTH ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FINANCIAL SECURITY ADVISORY INC
DAVENPORT & COMPANY LLC
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
EDWARD JONES

Other Investors

BRYAN BARTLETT REX
JOSEPH SCOTT KOMARNICKI
ADAM THOMAS REX
Jonathan Asher Woods
CONNOR ALEXANDER PARKER
GEORGE GARDES MACDONALD
JEREMY WAYNE INGRAM
Connor Van Harris

Other Offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Virginia Beach, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Virginia Beach, VA
BEACON HARBOR WEALTH ADVISORS · VIRGINIA BEACH, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VIRGINIA BEACH, VA
FINANCIAL SECURITY ADVISORY INC · VIRGINIA BEACH, VA
DAVENPORT & COMPANY LLC · VIRGINIA BEACH, VA
FINANCIAL SECURITY ADVISORY INC · VA BEACH, VA
LPL FINANCIAL LLC · VIRGINIA BEACH, VA

More in Virginia Beach, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor