Tanner Anderson

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-06-22
TX	RA	APPROVED	2026-06-18

FL RA
APPROVED

Since 2026-06-22
TX RA
APPROVED

Since 2026-06-18

Branch Locations

Orlando, 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

Organization	City	State	From	To
Lumio	Little Rock	AR	07/2022	12/2023
Esa Solar	Maitland	FL	12/2023	03/2024
Infenergy	Little Rock	AR	02/2022	07/2022
Orlando City Soccer Club	Orlando	FL	01/2018	03/2019
Full Time Education	Orlando	FL	08/2016	05/2021
Unemployed	Casselberry	FL	05/2021	02/2022
Unemployed	Orlando	FL	03/2024	06/2024
Charles Schwab & Co., Inc.	Orlando	FL	06/2024	03/2025
Fidelity Investments	Orlando	FL	03/2025	Present

07/2022 → 12/2023

Lumio

Little Rock, AR
12/2023 → 03/2024

Esa Solar

Maitland, FL
02/2022 → 07/2022

Infenergy

Little Rock, AR
01/2018 → 03/2019

Orlando City Soccer Club

Orlando, FL
08/2016 → 05/2021

Full Time Education

Orlando, FL
05/2021 → 02/2022

Unemployed

Casselberry, FL
03/2024 → 06/2024

Unemployed

Orlando, FL
06/2024 → 03/2025

Charles Schwab & Co., Inc.

Orlando, FL
03/2025 → Present

Fidelity Investments

Orlando, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-04
S63	Uniform Securities Agent State Law Examination	2024-10-24

S66 Uniform Combined State Law Examination

2026-06-04
S63 Uniform Securities Agent State Law Examination

2024-10-24

View on SEC IAPD

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