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Francesca Mills

Strategic Advisers LLC

Albany, NY

Milton, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-08-17
TX RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-08-17
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Milton, NY • 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 Brokerage Services, Llc Greenwood Village CO 12/2017 Present
The Ayco Company, Llc Latham NY 09/2015 08/2017
Outback Steakhouse Golden CO 10/2017 12/2017
Mohawk Golf Club Niskayuna NY 04/2016 07/2017
Fidelity Investments Boston MA 03/2025 Present
  • 12/2017 → Present
    Fidelity Brokerage Services, Llc
    Greenwood Village, CO
  • 09/2015 → 08/2017
    The Ayco Company, Llc
    Latham, NY
  • 10/2017 → 12/2017
    Outback Steakhouse
    Golden, CO
  • 04/2016 → 07/2017
    Mohawk Golf Club
    Niskayuna, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-01-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-04
S63 Uniform Securities Agent State Law Examination 2018-01-24
  • S66 Uniform Combined State Law Examination
    2019-01-04
  • S63 Uniform Securities Agent State Law Examination
    2018-01-24
Other Names
  • Francesca Barbara Mills

View on SEC IAPD

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Other Investors

DANIEL DOUGLAS BAUER
BRETT PHILIP HARRIS
DOUGLAS JAMES BAUER
MICHAEL STEPHEN SHAPIRO
STEPHEN MARK PEER
RICHARD JEFFERY ANTHONY
GEORGE NICHOLAS BROWN
JOHN COLE BUFF

Other Offices

ALLSQUARE WEALTH MANAGEMENT, LLC · ALBANY, NY
CETERA INVESTMENT ADVISERS LLC · ALBANY, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Albany, NY
MPWM ADVISORY SOLUTIONS LLC · ALBANY, NY
CITIZENS SECURITIES, INC. · ALBANY, NY
LPL FINANCIAL LLC · ALBANY, NY
THE AFFINITY GROUP, LLC · ALBANY, NY
WELLS FARGO CLEARING SERVICES, LLC · ALBANY, NY

More in Albany, NY

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