Best Investors Account Sign in
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_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
San Jose Schools Jacksonville FL 09/2021 06/2023
Navy Federal Credit Union Jacksonville FL 11/2017 04/2018
The Church Of Eleven22 Jacksonville FL 10/2020 05/2021
Community First Credit Union Jacksonville FL 08/2014 10/2017
Unemployed Jacksonville FL 04/2018 05/2021
Full-Time Education Jacksonville FL 05/2021 09/2021
Fidelity Investments Jacksonville FL 09/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2021 → 06/2023
    San Jose Schools
    Jacksonville, FL
  • 11/2017 → 04/2018
    Navy Federal Credit Union
    Jacksonville, FL
  • 10/2020 → 05/2021
    The Church Of Eleven22
    Jacksonville, FL
  • 08/2014 → 10/2017
    Community First Credit Union
    Jacksonville, FL
  • 04/2018 → 05/2021
    Unemployed
    Jacksonville, FL
  • 05/2021 → 09/2021
    Full-Time Education
    Jacksonville, FL
  • 09/2023 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Other Businesses

OBA-102897|OrgNmn:Proverbs business solutions LLC|Org Addr:Jacksonvil,Florida,US|OBA Nature:assist business owner of truck|Invst Rel:N|Title:owner|Duties:help business owner of trucking business with logistics |StrtDt:01-04-23|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-28
  • S66 Uniform Combined State Law Examination
    2024-02-28
Other Names
  • Clareese Magen Rivera
  • Clareese Magen Hoxha
  • Clareese Rivera

View on SEC IAPD

More in Jacksonville, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor