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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Bradenton, FL • United States

201 N Cattlemen Rd, Sarasota, FL 34243-4743 • 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
Fire Wagon Holding Crystal Lake IL 07/2018 12/2019
Merchants Bank Winona MN 05/2021 12/2021
Fidelity Investments Sarasota FL 06/2022 08/2022
Fidelity Investments Sarasota FL 06/2023 Present
Saint Mary's University Of Mn Winona MN 08/2019 04/2023
Cary Grove High School Cary IL 08/2014 06/2017
Unemployed Cary IL 06/2017 07/2018
Fidelity Investments Boston MA 03/2025 Present
  • 07/2018 → 12/2019
    Fire Wagon Holding
    Crystal Lake, IL
  • 05/2021 → 12/2021
    Merchants Bank
    Winona, MN
  • 06/2022 → 08/2022
    Fidelity Investments
    Sarasota, FL
  • 06/2023 → Present
    Fidelity Investments
    Sarasota, FL
  • 08/2019 → 04/2023
    Saint Mary's University Of Mn
    Winona, MN
  • 08/2014 → 06/2017
    Cary Grove High School
    Cary, IL
  • 06/2017 → 07/2018
    Unemployed
    Cary, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sarasota, FL
Other Businesses

OBA-128703|OrgNmn:BeamLabs LLC|Org Addr:Bradenton,Florida,US|OBA Nature:Laser Engraving Pet Memorbilia|Invst Rel:N|Title:Partner|Duties:Inactive Partner|StrtDt:04-09-26|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-07
  • S66 Uniform Combined State Law Examination
    2023-09-07
Other Names
  • Brady Aaron Lindauer

View on SEC IAPD

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