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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-01-08
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

7425 166Th Avenue Ne Suite C137, Redmond, WA 98052-7849 • United States

Bothell, WA • 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
Patxi'S Greenbrae CA 11/2016 04/2018
Unemployed San Rafael CA 10/2016 11/2016
Prospect Mortgage Santa Rosa CA 05/2016 09/2016
Northwestern Mutual Investment Services Llc San Francisco CA 04/2018 09/2020
Northwestern Mutual Wealth Management Company San Francisco CA 04/2018 09/2020
Massmutual Life Insurance Company Walnut Creek CA 08/2020 05/2023
Mml Investors Services, Llc Walnut Creek CA 09/2020 05/2023
Fidelity Investments Redmond WA 05/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2016 → 04/2018
    Patxi'S
    Greenbrae, CA
  • 10/2016 → 11/2016
    Unemployed
    San Rafael, CA
  • 05/2016 → 09/2016
    Prospect Mortgage
    Santa Rosa, CA
  • 04/2018 → 09/2020
    Northwestern Mutual Investment Services Llc
    San Francisco, CA
  • 04/2018 → 09/2020
    Northwestern Mutual Wealth Management Company
    San Francisco, CA
  • 08/2020 → 05/2023
    Massmutual Life Insurance Company
    Walnut Creek, CA
  • 09/2020 → 05/2023
    Mml Investors Services, Llc
    Walnut Creek, CA
  • 05/2023 → Present
    Fidelity Investments
    Redmond, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Redmond, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-11
S63 Uniform Securities Agent State Law Examination 2020-06-11
  • S66 Uniform Combined State Law Examination
    2024-01-11
  • S63 Uniform Securities Agent State Law Examination
    2020-06-11
Other Names
  • Michele Marie Weiss

View on SEC IAPD

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