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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1 Skokie Valley Road, Highland Park, IL 60035-4401 • United States

Highland Park, IL • 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
Unemployed Maryville MO 08/2022 11/2023
Trio Upward Bound At Northwest Missouri State University Maryville MO 05/2019 08/2019
Unemployed Maryville MO 08/2024 11/2024
Pruco Securities Llc Downers Grove IL 12/2023 07/2024
Trio Upward Bound At Northwest Missouri State University Maryville MO 06/2020 07/2020
Missouri Eliminate Tobacco Use Initiative Columbia MO 05/2020 07/2020
Congressional Hunger Center (Montgomery County Food Council) Bethesda MD 06/2021 08/2021
Fidelity Investments Highland Park IL 12/2024 Present
Student Columbia MO 01/2014 08/2022
The Prudential Insurance Company Of America Downers Grove IL 04/2024 07/2024
Fidelity Investments Boston MA 03/2025 Present
  • 08/2022 → 11/2023
    Unemployed
    Maryville, MO
  • 05/2019 → 08/2019
    Trio Upward Bound At Northwest Missouri State University
    Maryville, MO
  • 08/2024 → 11/2024
    Unemployed
    Maryville, MO
  • 12/2023 → 07/2024
    Downers Grove, IL
  • 06/2020 → 07/2020
    Trio Upward Bound At Northwest Missouri State University
    Maryville, MO
  • 05/2020 → 07/2020
    Missouri Eliminate Tobacco Use Initiative
    Columbia, MO
  • 06/2021 → 08/2021
    Congressional Hunger Center (Montgomery County Food Council)
    Bethesda, MD
  • 12/2024 → Present
    Fidelity Investments
    Highland Park, IL
  • 01/2014 → 08/2022
    Student
    Columbia, MO
  • 04/2024 → 07/2024
    The Prudential Insurance Company Of America
    Downers Grove, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Highland Park, IL
    Highland Park, IL
  • 2024-04-03 → 2024-07-30
    Downers Grove, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-09
  • S66 Uniform Combined State Law Examination
    2024-03-09
Other Names
  • Delanie Vinzant
  • Delanie Dee Vinzant

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