Amy Michelle Herrera

Strategic Advisers LLC

West Milford, NJ

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

NJ RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

57 State Route 23 West Belt Plaza, Wayne, NJ 07470-6936 • United States

West Milford, NJ • 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

Organization	City	State	From	To
Wells Fargo Bank, Na	Little Ferry	NJ	07/2014	04/2018
Wells Fargo Clearing Services, Llc	Little Ferry	NJ	04/2018	02/2022
Fidelity Investments	Wayne	NJ	02/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2014 → 04/2018

Wells Fargo Bank, Na

Little Ferry, NJ
04/2018 → 02/2022

Wells Fargo Clearing Services, Llc

Little Ferry, NJ
02/2022 → Present

Fidelity Investments

Wayne, NJ
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-05-18 → 2025-03-31

Fidelity Personal And Workplace Advisors

Wayne, NJ
2021-02-16 → 2022-03-03

Wells Fargo Clearing Services, Llc

Little Ferry, NJ

Short Hills, NJ

West Milford, NJ

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-02-12
S63	Uniform Securities Agent State Law Examination	2018-08-16

S66 Uniform Combined State Law Examination

2021-02-12
S63 Uniform Securities Agent State Law Examination

2018-08-16

Other Names

Amy Michelle Morales
Amy Michelle Herrera
Amy M Herrera

View on SEC IAPD

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