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Claudia V Rozas

Strategic Advisers LLC

Chestnut Hill, MA

Watertown, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31

Branch Locations

220 Boylston St Suite C115, Chestnut Hill, MA 02467-2077 • United States

Watertown, MA • 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
Bank Of America Waban MA 02/2022 01/2024
Jvs Boston Boston MA 11/2020 01/2022
Marketing By Design Beverly MA 02/2013 01/2020
Unemployment Boston MA 02/2020 10/2020
Cambridge Trust Belmont MA 01/2024 02/2024
Fidelity Investments Chestnut Hill MA 02/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2022 → 01/2024
    Bank Of America
    Waban, MA
  • 11/2020 → 01/2022
    Jvs Boston
    Boston, MA
  • 02/2013 → 01/2020
    Marketing By Design
    Beverly, MA
  • 02/2020 → 10/2020
    Unemployment
    Boston, MA
  • 01/2024 → 02/2024
    Cambridge Trust
    Belmont, MA
  • 02/2024 → Present
    Fidelity Investments
    Chestnut Hill, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Wellesley Hills, MA
    Chestnut Hill, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-22
  • S66 Uniform Combined State Law Examination
    2024-08-22

View on SEC IAPD

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