Best Investors Account Sign in

Stefan Jelev

Strategic Advisers LLC

Redwood City, CA

Palo Alto, CA

Claim This Profile
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 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Redwood City, CA • United States

251 University Avenue, Palo Alto, CA 94301-1714 • 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
Wilmington House Of Pizza Wilmington MA 10/2015 05/2021
Plymouth State University Plymouth NH 08/2016 05/2017
University Of New Hampshire Durham NH 09/2017 05/2020
Northwestern Mutual Investment Services Llc Manchester NH 06/2019 05/2020
Fidelity Investments Merrimack NH 06/2021 Present
University Of New Hampshire Durham NH 09/2020 05/2021
Northwestern Mutual Life Insurance Company Manchester WI 06/2018 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 10/2015 → 05/2021
    Wilmington House Of Pizza
    Wilmington, MA
  • 08/2016 → 05/2017
    Plymouth State University
    Plymouth, NH
  • 09/2017 → 05/2020
    University Of New Hampshire
    Durham, NH
  • 06/2019 → 05/2020
    Northwestern Mutual Investment Services Llc
    Manchester, NH
  • 06/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 09/2020 → 05/2021
    University Of New Hampshire
    Durham, NH
  • 06/2018 → 05/2020
    Northwestern Mutual Life Insurance Company
    Manchester, WI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-29
S63 Uniform Securities Agent State Law Examination 2020-01-18
  • S65 Uniform Investment Adviser Law Examination
    2021-01-29
  • S63 Uniform Securities Agent State Law Examination
    2020-01-18
Designations
Other Names
  • Stefan Jelev
  • Stefan Jelev

View on SEC IAPD

More in Redwood City, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor