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Stephen Crowell

Strategic Advisers LLC

Sunnyvale, CA

Sunnyvale, CA

Redwood City, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

398 W. El Camino Real Suite 102, Sunnyvale, CA 94087-1398 • United States

398 W. El Camino Real Suite 102, Sunnyvale, CA 94087-1398 • United States

Redwood City, CA • 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
Edward Jones St Louis MO 09/2017 04/2018
San Francisco 49Ers Santa Clara CA 06/2015 08/2017
Fidelity Brokerage Services Llc Sunnyvale CA 04/2018 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2017 → 04/2018
    Edward Jones
    St Louis, MO
  • 06/2015 → 08/2017
    San Francisco 49Ers
    Santa Clara, CA
  • 04/2018 → Present
    Fidelity Brokerage Services Llc
    Sunnyvale, CA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Sunnyvale, CA
    Redwood City, CA
  • 2018-04-30 → 2018-07-13
    Strategic Advisers Llc
    Sunnyvale, CA
  • 2017-11-14 → 2018-04-11
    Edward Jones
    San Mateo, CA
    St Louis, MO
    San Mateo, CA
    Half Moon Bay, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-13
  • S66 Uniform Combined State Law Examination
    2017-11-13
Other Names
  • Stephen Brian Crowell
  • Stephen Crowell

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EDWARD JONES
SV TECH VENTURES, INC.
U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
LONDON HOUSE CAPITAL

Other Investors

Melissa M Drago
MARTIN LOPEZ
RYAN MICHAEL BROWN
ABHISHEK GUPTA
Xiaosheng Mei
Anastasia J Schmidt
BENJAMIN JAY LUNDQUIST
ALEXANDER KILIAN ECKERT

Other Offices

CHARLES SCHWAB & CO., INC. · Sunnyvale, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Sunnyvale, CA
LPL FINANCIAL LLC · SUNNYVALE, CA
EDWARD JONES · SUNNYVALE, CA
SV TECH VENTURES, INC. · SUNNYVALE, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Sunnyvale, CA
U.S. BANCORP ADVISORS, LLC · Sunnyvale, CA
J.P. MORGAN SECURITIES LLC · SUNNYVALE, CA

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