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Anthony Frese

Strategic Advisers LLC

Greenville, DE

Newark, DE

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

Branch Locations

4001 Kennett Pike Ste 120, Greenville, DE 19807-2000 • United States

Newark, DE • 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
Fidelity Investments Greenville DE 09/2024 Present
Capelli Newark DE 06/2024 08/2024
Unemployed Newark DE 08/2014 06/2017
Cafe Gelato Newark DE 05/2022 02/2023
Unemployed Newark DE 02/2023 07/2023
Veery Capital Wilmington DE 07/2023 05/2024
Limestone Hills Academy Newark DE 06/2017 08/2017
Unemployed Newark DE 08/2017 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 09/2024 → Present
    Fidelity Investments
    Greenville, DE
  • 06/2024 → 08/2024
    Capelli
    Newark, DE
  • 08/2014 → 06/2017
    Unemployed
    Newark, DE
  • 05/2022 → 02/2023
    Cafe Gelato
    Newark, DE
  • 02/2023 → 07/2023
    Unemployed
    Newark, DE
  • 07/2023 → 05/2024
    Veery Capital
    Wilmington, DE
  • 06/2017 → 08/2017
    Limestone Hills Academy
    Newark, DE
  • 08/2017 → 05/2022
    Unemployed
    Newark, DE
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenville, DE
    Newark, DE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-17
  • S66 Uniform Combined State Law Examination
    2025-01-17

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC
MARVIN & PALMER ASSOCIATES
COMMONWEALTH FINANCIAL NETWORK
&PARTNERS

Other Investors

David Cook Reynolds
Patrick Edward Walsh
Alyson Renee Kest
Mark P Hamilton
Kevin Osmar Noguez Ochoa
Aaron Christopher Leonard
MICHAEL THOMAS FARQUHARSON
JEANNE ELIZABETH GRIFFITH

Other Offices

SPEARHEAD ADMINISTRATIVE SERVICES, LLC · GREENVILLE, DE
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WILMINGTON, DE
EDWARD JONES · Greenville, DE
LPL FINANCIAL LLC · WILMINGTON, DE
WELLS FARGO CLEARING SERVICES, LLC · GREENVILLE, DE
MARVIN & PALMER ASSOCIATES · WILMINGTON, DE
COMMONWEALTH FINANCIAL NETWORK · Wilmington, DE
&PARTNERS · Wilmington, DE

More in Greenville, DE

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