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Sophia Marie Short

Strategic Advisers LLC

Bluffton, SC

Hilton Head Island, SC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Bluffton, SC • United States

430 William Hilton Parkway Suite 305, Hilton Head Island, SC 29926-2409 • 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 Investment Hilton Head Island SC 01/2024 Present
Pmc Mortgage Bluffton SC 02/2023 12/2023
American Financial Network Bluffton SC 08/2022 01/2023
Guild Mortgage Hilton Head SC 04/2021 08/2022
Honors Holdings Llc Hilton Head Island SC 04/2023 01/2024
Sea Pines Resort Hilton Head Island SC 06/2020 03/2021
Slapfish Llc Hilton Head Island SC 05/2020 08/2020
Zaxby's Hilton Head Island SC 04/2020 05/2020
Barnes & Noble Elon Elon NC 08/2018 10/2018
Elon University Elon NC 08/2016 05/2020
Frank's Deli Lockport NY 01/2010 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 01/2024 → Present
    Fidelity Investment
    Hilton Head Island, SC
  • 02/2023 → 12/2023
    Pmc Mortgage
    Bluffton, SC
  • 08/2022 → 01/2023
    American Financial Network
    Bluffton, SC
  • 04/2021 → 08/2022
    Guild Mortgage
    Hilton Head, SC
  • 04/2023 → 01/2024
    Honors Holdings Llc
    Hilton Head Island, SC
  • 06/2020 → 03/2021
    Sea Pines Resort
    Hilton Head Island, SC
  • 05/2020 → 08/2020
    Slapfish Llc
    Hilton Head Island, SC
  • 04/2020 → 05/2020
    Zaxby's
    Hilton Head Island, SC
  • 08/2018 → 10/2018
    Barnes & Noble Elon
    Elon, NC
  • 08/2016 → 05/2020
    Elon University
    Elon, NC
  • 01/2010 → 05/2020
    Frank's Deli
    Lockport, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Hilton Head Island, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-19
  • S66 Uniform Combined State Law Examination
    2024-05-19

View on SEC IAPD

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