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James R. Leitz

Strategic Advisers LLC

Greenville, DE

Philadelphia, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-03-31
PA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • DE RA
    APPROVED
    Since 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Philadelphia, PA • 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
The Grand At Diamond Beach Wildwood Crest NJ 05/2022 09/2023
Monmouth University West Long Branch NJ 09/2019 05/2023
Seapointe Village Realty Wildwood Crest NJ 06/2022 09/2023
Upper Darby High School Drexel Hill PA 11/2017 06/2019
Aronimink Swim Club Drexel Hill PA 06/2016 05/2021
Fidelity Investments Greenville DE 12/2023 Present
Haverford School Haverford PA 09/2015 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 05/2022 → 09/2023
    The Grand At Diamond Beach
    Wildwood Crest, NJ
  • 09/2019 → 05/2023
    Monmouth University
    West Long Branch, NJ
  • 06/2022 → 09/2023
    Seapointe Village Realty
    Wildwood Crest, NJ
  • 11/2017 → 06/2019
    Upper Darby High School
    Drexel Hill, PA
  • 06/2016 → 05/2021
    Aronimink Swim Club
    Drexel Hill, PA
  • 12/2023 → Present
    Fidelity Investments
    Greenville, DE
  • 09/2015 → 05/2019
    Haverford School
    Haverford, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenville, DE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-16
  • S66 Uniform Combined State Law Examination
    2024-05-16
Other Names
  • James R Leitz
  • James Leitz

View on SEC IAPD

Other Firms

SPEARHEAD ADMINISTRATIVE SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
LPL FINANCIAL LLC
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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