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Stephen Strosser

Strategic Advisers LLC

Stamford, CT

New York, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Stamford, CT • United States

320 Park Avenue, New York, NY 10022-6815 • 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 Investments New York NY 07/2017 Present
University Of Connecticut Storrs CT 07/2013 07/2017
Fidelity Investments Boston MA 03/2025 Present
  • 07/2017 → Present
    Fidelity Investments
    New York, NY
  • 07/2013 → 07/2017
    University Of Connecticut
    Storrs, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-11-06
  • S63 Uniform Securities Agent State Law Examination
    2017-11-06
Designations
Other Names
  • Stephen Lawrence Strosser

View on SEC IAPD

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