Best Investors Account Sign in

Sean Thomas Ford

Strategic Advisers LLC

Rockville, MD

Washington, DC

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2026-05-22
MD RA APPROVED 2025-08-12
TX RA APPROVED 2025-08-12
  • DC RA
    APPROVED
    Since 2026-05-22
  • MD RA
    APPROVED
    Since 2025-08-12
  • TX RA
    APPROVED
    Since 2025-08-12

Branch Locations

402 King Farm Blvd Suite 150, Rockville, MD 20850-5997 • United States

Washington, DC • 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 Investments New York NY 06/2023 08/2023
Hackley School Tarrytown NY 06/2018 06/2018
Catholic University Of America Washington DC 06/2020 05/2024
Jumpstart Washington DC 10/2020 06/2021
Hackley School Tarrytown NY 06/2017 12/2018
Hackley School Tarrytown NY 06/2016 06/2020
Fidelity Investments New York NY 06/2024 Present
Tazza Cafe Katonah NY 07/2019 08/2022
The Catholic University Of America Washington DC 09/2021 12/2022
Fidelity Investments Boston MA 03/2025 Present
  • 06/2023 → 08/2023
    Fidelity Investments
    New York, NY
  • 06/2018 → 06/2018
    Hackley School
    Tarrytown, NY
  • 06/2020 → 05/2024
    Catholic University Of America
    Washington, DC
  • 10/2020 → 06/2021
    Jumpstart
    Washington, DC
  • 06/2017 → 12/2018
    Hackley School
    Tarrytown, NY
  • 06/2016 → 06/2020
    Hackley School
    Tarrytown, NY
  • 06/2024 → Present
    Fidelity Investments
    New York, NY
  • 07/2019 → 08/2022
    Tazza Cafe
    Katonah, NY
  • 09/2021 → 12/2022
    The Catholic University Of America
    Washington, DC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
    Cross River, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-07
  • S66 Uniform Combined State Law Examination
    2024-11-07
Other Names
  • Sean T Ford
  • Sean Thomas Ford

View on SEC IAPD

Other Firms

LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NAVY FEDERAL INVESTMENT SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
UNITED BROKERAGE SERVICES, INC
PROFIT INVESTMENTS
ORTMAN FINANCIAL PLANNING

Other Investors

JOHN BRIAN OETTINGER
JORDAN SCOTT KRAUS
Anna Laureys Squier
JASON SCOTT COHEN
JENNIFER CHRISTINE PASCAL
DANIEL RONIS
Annalise Taylor Haywood
Liam Christopher Sweet

Other Offices

LPL FINANCIAL LLC · ROCKVILLE, MD
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ROCKVILLE, MD
NAVY FEDERAL INVESTMENT SERVICES, LLC · Rockville, MD
STATE FARM INVESTMENT MANAGEMENT CORP. · N Bethesda, MD
J.P. MORGAN SECURITIES LLC · Rockville, MD
UNITED BROKERAGE SERVICES, INC · ROCKVILLE, MD
PROFIT INVESTMENTS · NORTH BETHESDA, MD
ORTMAN FINANCIAL PLANNING · NORTH BETHESDA, MD

More in Rockville, MD

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor