Anna Medley

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

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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	2025-09-09
TX	RA	APPROVED	2025-09-03

FL RA
APPROVED

Since 2025-09-09
TX RA
APPROVED

Since 2025-09-03

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Jacksonville, 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
Leland Management	Jacksonville	FL	03/2019	03/2019
Fidelity Investments	Jacksonville	FL	05/2024	Present
Chick-Fil-A	Jacksonville	FL	12/2018	01/2022
Leon County Public Schools	Jacksonville	FL	01/2022	05/2024
Jewish Community Alliance	Jacksonville	FL	05/2017	08/2020
Hueman People Solutions	Jacksonville	FL	06/2023	08/2023
Unemployed	Jacksonville	FL	05/2016	05/2017

03/2019 → 03/2019

Leland Management

Jacksonville, FL
05/2024 → Present

Fidelity Investments

Jacksonville, FL
12/2018 → 01/2022

Chick-Fil-A

Jacksonville, FL
01/2022 → 05/2024

Leon County Public Schools

Jacksonville, FL
05/2017 → 08/2020

Jewish Community Alliance

Jacksonville, FL
06/2023 → 08/2023

Hueman People Solutions

Jacksonville, FL
05/2016 → 05/2017

Unemployed

Jacksonville, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-08-29
S63	Uniform Securities Agent State Law Examination	2024-09-10

S66 Uniform Combined State Law Examination

2025-08-29
S63 Uniform Securities Agent State Law Examination

2024-09-10

Other Names

Anna Medley
Anna Laura Medley

View on SEC IAPD

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