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Lillian Berry

Strategic Advisers LLC

Portland, OR

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Portland, OR • 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
Hoda'S Middle Eastern Cuisine And Cape Horn Estate Or OR 07/2022 03/2023
Trailhead Marketing Or OR 03/2020 03/2020
Tufts University Ma MA 09/2015 12/2018
Self Employed Or OR 03/2021 12/2022
Fidelity Investments Beaverton OR 04/2024 Present
Star One Events Llc Wv WV 10/2022 12/2022
Yondr Ca CA 03/2019 03/2019
Rover Wa WA 10/2018 03/2024
Starbucks / Sdh Services West Llc / Sodexo Or OR 02/2019 05/2019
Unemployed Portland OR 01/2019 02/2019
Robert Half / Accountemps Or OR 02/2020 02/2020
Wyndham Destinations Or OR 06/2019 11/2019
Glenarm Dining Services, Inc. Tx TX 08/2023 10/2023
Local Splash Ca CA 09/2020 10/2020
Workaway Honolulu HI 11/2019 02/2020
Unemployed Portland OR 03/2020 08/2020
Portland Electric Boat Company Or OR 08/2020 09/2020
Primerica Financial Services Or OR 10/2020 03/2021
Bavaria Inn Restaurant Co CO 08/2023 10/2023
Restore Masters Llc| Tx TX 02/2023 03/2024
Fidelity Investments Boston MA 03/2025 Present
  • 07/2022 → 03/2023
    Hoda'S Middle Eastern Cuisine And Cape Horn Estate
    Or, OR
  • 03/2020 → 03/2020
    Trailhead Marketing
    Or, OR
  • 09/2015 → 12/2018
    Tufts University
    Ma, MA
  • 03/2021 → 12/2022
    Self Employed
    Or, OR
  • 04/2024 → Present
    Fidelity Investments
    Beaverton, OR
  • 10/2022 → 12/2022
    Star One Events Llc
    Wv, WV
  • 03/2019 → 03/2019
    Yondr
    Ca, CA
  • 10/2018 → 03/2024
    Rover
    Wa, WA
  • 02/2019 → 05/2019
    Starbucks / Sdh Services West Llc / Sodexo
    Or, OR
  • 01/2019 → 02/2019
    Unemployed
    Portland, OR
  • 02/2020 → 02/2020
    Robert Half / Accountemps
    Or, OR
  • 06/2019 → 11/2019
    Wyndham Destinations
    Or, OR
  • 08/2023 → 10/2023
    Glenarm Dining Services, Inc.
    Tx, TX
  • 09/2020 → 10/2020
    Local Splash
    Ca, CA
  • 11/2019 → 02/2020
    Workaway
    Honolulu, HI
  • 03/2020 → 08/2020
    Unemployed
    Portland, OR
  • 08/2020 → 09/2020
    Portland Electric Boat Company
    Or, OR
  • 10/2020 → 03/2021
    Primerica Financial Services
    Or, OR
  • 08/2023 → 10/2023
    Bavaria Inn Restaurant
    Co, CO
  • 02/2023 → 03/2024
    Restore Masters Llc|
    Tx, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Portland, OR
Other Businesses

OBA-132907|OrgNmn:Short Term Rental|Org Addr:Portland, ,Oregon,US|OBA Nature:Rent out a separate unit in my|Invst Rel:N|Title:Independent Contractor|Duties:Get the appropriate licensing/permits/approvals, then clean the room between bookings. |StrtDt:08-14-26|TotHrs/mon:10|TrdHrs/mon:2|OBA-117762|OrgNmn:Dog Sitting|Org Addr:Portland,Oregon,US|OBA Nature:Dog Sitting|Invst Rel:N|Title:Independent Contractor|Duties:Dog sitting|StrtDt:04-12-25|TotHrs/mon:5|TrdHrs/mon:2|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-16
S63 Uniform Securities Agent State Law Examination 2024-10-09
  • S66 Uniform Combined State Law Examination
    2024-12-16
  • S63 Uniform Securities Agent State Law Examination
    2024-10-09
Other Names
  • Lillian Berry
  • Lilly Berry
  • Lillian Kate Berry

View on SEC IAPD

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