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Abby Wentz

Strategic Advisers LLC

Tukwila, WA

Milton, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

304 Strander Blvd, Tukwila, WA 98188-2939 • United States

Milton, WA • 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 Bellevue WA 12/2023 Present
Plico Oklahoma City OK 08/2023 12/2023
Fidelity Investments Nichols Hills OK 06/2023 08/2023
Plico Oklahoma City OK 04/2022 06/2023
Stella Nova Oklahoma City OK 01/2022 05/2022
South Okc Va Clinic Oklahoma City OK 03/2021 12/2021
The Catch Midwest City OK 10/2020 02/2021
Jitters Coffee Del City OK 09/2019 10/2020
Sonic Drive-In Midwest City OK 09/2019 09/2019
Oklahoma City Va Health Care System Oklahoma City OK 12/2018 09/2019
Logan's Roadhouse Midwest City OK 09/2018 12/2018
Sonic Drive-In Midwest City OK 10/2017 09/2018
Jitters Coffee Midwest City OK 07/2017 02/2018
Jcpenney Midwest City OK 03/2017 07/2017
Sonic Drive-In Midwest City OK 08/2016 03/2017
Unemployed Midwest City OK 02/2021 03/2021
Carl Albert High School Midwest City OK 08/2016 05/2018
Rose State College Midwest City OK 08/2017 12/2021
University Of Central Oklahoma Midwest City OK 01/2022 12/2023
Fidelity Investments Boston MA 03/2025 Present
  • 12/2023 → Present
    Fidelity Investments
    Bellevue, WA
  • 08/2023 → 12/2023
    Plico
    Oklahoma City, OK
  • 06/2023 → 08/2023
    Fidelity Investments
    Nichols Hills, OK
  • 04/2022 → 06/2023
    Plico
    Oklahoma City, OK
  • 01/2022 → 05/2022
    Stella Nova
    Oklahoma City, OK
  • 03/2021 → 12/2021
    South Okc Va Clinic
    Oklahoma City, OK
  • 10/2020 → 02/2021
    The Catch
    Midwest City, OK
  • 09/2019 → 10/2020
    Jitters Coffee
    Del City, OK
  • 09/2019 → 09/2019
    Sonic Drive-In
    Midwest City, OK
  • 12/2018 → 09/2019
    Oklahoma City Va Health Care System
    Oklahoma City, OK
  • 09/2018 → 12/2018
    Logan's Roadhouse
    Midwest City, OK
  • 10/2017 → 09/2018
    Sonic Drive-In
    Midwest City, OK
  • 07/2017 → 02/2018
    Jitters Coffee
    Midwest City, OK
  • 03/2017 → 07/2017
    Jcpenney
    Midwest City, OK
  • 08/2016 → 03/2017
    Sonic Drive-In
    Midwest City, OK
  • 02/2021 → 03/2021
    Unemployed
    Midwest City, OK
  • 08/2016 → 05/2018
    Carl Albert High School
    Midwest City, OK
  • 08/2017 → 12/2021
    Rose State College
    Midwest City, OK
  • 01/2022 → 12/2023
    University Of Central Oklahoma
    Midwest City, OK
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bellevue, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-18
  • S66 Uniform Combined State Law Examination
    2024-04-18
Other Names
  • Abby Snyder
  • Abby Nollen
  • Abby Elizabeth Snyder

View on SEC IAPD

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