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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

59 Wolf Rd, Albany, NY 12205-2612 • United States

Delmar, NY • 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
The College Of Saint Rose 432 Western Avenue NY 09/2011 08/2017
Fidelity Investments Albany NY 08/2017 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2011 → 08/2017
    The College Of Saint Rose
    432 Western Avenue, NY
  • 08/2017 → Present
    Fidelity Investments
    Albany, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-12-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Albany, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-15
S63 Uniform Securities Agent State Law Examination 2018-06-25
  • S65 Uniform Investment Adviser Law Examination
    2022-11-15
  • S63 Uniform Securities Agent State Law Examination
    2018-06-25
Other Names
  • Laura Elizabeth Boehlke
  • Laura Elizabeth Mattice

View on SEC IAPD

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