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Liam Ouellette

Strategic Advisers LLC

Boca Raton, FL

Wellington, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
FL RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-01-08
  • FL RA
    APPROVED
    Since 2025-03-31

Branch Locations

1400 Glades Road Suite 180, Boca Raton, FL 33431-6457 • United States

Wellington, 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
OrganizationCityStateFromTo
University Of Florida Gainesville FL 04/2024 05/2024
University Of Florida Gainesville FL 09/2022 12/2022
Nao Now Dallas TX 05/2023 03/2024
Calvary Christian Academy Fort Lauderdale FL 01/2013 08/2022
Coral Ridge Country Club Fort Lauderdale FL 05/2023 07/2023
Fidelity Investments Boca Raton FL 06/2024 Present
University Of Florida Gainesville FL 01/2023 04/2023
Fidelity Investments Boston MA 03/2025 Present
  • 04/2024 → 05/2024
    University Of Florida
    Gainesville, FL
  • 09/2022 → 12/2022
    University Of Florida
    Gainesville, FL
  • 05/2023 → 03/2024
    Nao Now
    Dallas, TX
  • 01/2013 → 08/2022
    Calvary Christian Academy
    Fort Lauderdale, FL
  • 05/2023 → 07/2023
    Coral Ridge Country Club
    Fort Lauderdale, FL
  • 06/2024 → Present
    Fidelity Investments
    Boca Raton, FL
  • 01/2023 → 04/2023
    University Of Florida
    Gainesville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boca Raton, FL
    Wellington, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-11
  • S66 Uniform Combined State Law Examination
    2024-10-11
Other Names
  • Liam Ouellette
  • Liam Patrick Ouellette

View on SEC IAPD

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ISABEL VOYER
JEFFREY MARK EAGLE
ELIZABETH V BRUNO
GREGORY DEHRMANN MISEYKO

Other Offices

SUN CAPITAL ADVISORS, L.P. · BOCA RATON, FL
AMERIPRISE FINANCIAL SERVICES, LLC · BOCA RATON, FL
HIGHTOWER ADVISORS, LLC · Boca Raton, FL
ISAM FUNDS (USA) LLC · BOCA RATON, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL
J.P. MORGAN SECURITIES LLC · Boca Raton, FL
FOCUS PARTNERS WEALTH, LLC · Boca Raton, FL

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