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Seth Holt

Strategic Advisers LLC

Jacksonville, FL

Ponte Vedra Beach, FL

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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
  • FL RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Ponte Vedra Beach, FL • 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
Florida Financial Advisors Jacksonville FL 07/2023 10/2023
Ey Jacksonville FL 01/2021 03/2021
Baptist Medical Centers Jacksonville FL 04/2019 07/2020
Mimi's Cafe Jacksonville FL 06/2018 04/2019
Cafe Andiamo's Ponte Vedra Beach FL 06/2017 05/2018
Jacksonville Armada Jacksonville FL 05/2016 05/2017
Fidelity Investments Jacksonville FL 12/2023 Present
Unemployed Jacksonville FL 03/2021 07/2023
Unemployed Jacksonville FL 07/2020 01/2021
Fidelity Investments Boston MA 03/2025 Present
  • 07/2023 → 10/2023
    Florida Financial Advisors
    Jacksonville, FL
  • 01/2021 → 03/2021
    Ey
    Jacksonville, FL
  • 04/2019 → 07/2020
    Baptist Medical Centers
    Jacksonville, FL
  • 06/2018 → 04/2019
    Mimi's Cafe
    Jacksonville, FL
  • 06/2017 → 05/2018
    Cafe Andiamo's
    Ponte Vedra Beach, FL
  • 05/2016 → 05/2017
    Jacksonville Armada
    Jacksonville, FL
  • 12/2023 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2021 → 07/2023
    Unemployed
    Jacksonville, FL
  • 07/2020 → 01/2021
    Unemployed
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Other Businesses

OBA-113386|OrgNmn:The Justice Coalition of Jacksonville|Org Addr:Jacksonvil,Florida,US|OBA Nature:Victim advocacy and legal guid|Invst Rel:N|Title:Treasurer, and on the Board of Di|Duties:Treasurer, Board of Directors, create financial statements which are GAAP applicable as per Florida law and current regs, liaison with news me|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-03-06
S65 Uniform Investment Adviser Law Examination 2023-08-23
  • S63 Uniform Securities Agent State Law Examination
    2024-03-06
  • S65 Uniform Investment Adviser Law Examination
    2023-08-23
Other Names
  • Seth Gray Holt
  • Seth Holt

View on SEC IAPD

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Other Offices

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MADDEN ADVISORY SERVICES, INC. · JACKSONVILLE, FL
SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
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