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Adam Wold

Strategic Advisers LLC

Gilbert, AZ

Scottsdale, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-20
AZ RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-04-20
  • AZ RA
    APPROVED
    Since 2025-03-31

Branch Locations

Gilbert, AZ • United States

7171 E Paradise Lane, Scottsdale, AZ 85254-1873 • 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
Arizona Home Based Services Mesa AZ 09/2023 10/2023
Church Service Mission Oklahoma City OK 07/2017 06/2019
Sykes (Defunct) Provo UT 09/2019 10/2019
Junior High-High School Gilbert AZ 02/2013 05/2017
Air Filters To You Chandler AZ 05/2020 07/2020
Outback Steakhouse Orem UT 10/2019 12/2019
Az Staffing Partners Phoenix AZ 08/2023 12/2023
Fidelity Investments Scottsdale AZ 03/2024 Present
All Aboard Services Mesa AZ 06/2017 07/2017
Walgreens Mesa AZ 08/2021 02/2022
All-Aboard Services Mesa AZ 06/2019 02/2024
Westpac Wealth Partners Scottsdale AZ 06/2023 07/2023
Walgreens Chandler AZ 12/2020 07/2021
Fidelity Investments Boston MA 03/2025 Present
  • 09/2023 → 10/2023
    Arizona Home Based Services
    Mesa, AZ
  • 07/2017 → 06/2019
    Church Service Mission
    Oklahoma City, OK
  • 09/2019 → 10/2019
    Sykes (Defunct)
    Provo, UT
  • 02/2013 → 05/2017
    Junior High-High School
    Gilbert, AZ
  • 05/2020 → 07/2020
    Air Filters To You
    Chandler, AZ
  • 10/2019 → 12/2019
    Outback Steakhouse
    Orem, UT
  • 08/2023 → 12/2023
    Az Staffing Partners
    Phoenix, AZ
  • 03/2024 → Present
    Fidelity Investments
    Scottsdale, AZ
  • 06/2017 → 07/2017
    All Aboard Services
    Mesa, AZ
  • 08/2021 → 02/2022
    Walgreens
    Mesa, AZ
  • 06/2019 → 02/2024
    All-Aboard Services
    Mesa, AZ
  • 06/2023 → 07/2023
    Westpac Wealth Partners
    Scottsdale, AZ
  • 12/2020 → 07/2021
    Walgreens
    Chandler, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Mesa, AZ
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-27
  • S66 Uniform Combined State Law Examination
    2024-09-27
Other Names
  • Adam Wold
  • Adam Jonathan Wold

View on SEC IAPD

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