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Scott Waldron

Strategic Advisers LLC

Jackson, NJ

CRD 7955172

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-03-31
TX RA APPROVED 2026-03-31
  • NJ RA
    APPROVED
    Since 2026-03-31
  • TX RA
    APPROVED
    Since 2026-03-31

Branch Locations

Jackson, NJ • 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
Asics Jackson NJ 08/2019 09/2020
Casino Pier And Breakwater Beach Seaside Heights NJ 05/2022 08/2023
Melting Pot Maple Shade NJ 02/2023 04/2023
Jackson Memorial High School Jackson NJ 06/2016 05/2020
Unemployed Jackson NJ 05/2020 04/2022
Rowan University Glassboro NJ 09/2022 05/2024
Unemployed Jackson NJ 05/2024 08/2024
Northwestern Mutual Investment Services Llc Red Bank NJ 09/2024 02/2026
Fidelity Investments Trenton NJ 02/2026 Present
  • 08/2019 → 09/2020
    Asics
    Jackson, NJ
  • 05/2022 → 08/2023
    Casino Pier And Breakwater Beach
    Seaside Heights, NJ
  • 02/2023 → 04/2023
    Melting Pot
    Maple Shade, NJ
  • 06/2016 → 05/2020
    Jackson Memorial High School
    Jackson, NJ
  • 05/2020 → 04/2022
    Unemployed
    Jackson, NJ
  • 09/2022 → 05/2024
    Rowan University
    Glassboro, NJ
  • 05/2024 → 08/2024
    Unemployed
    Jackson, NJ
  • 09/2024 → 02/2026
    Northwestern Mutual Investment Services Llc
    Red Bank, NJ
  • 02/2026 → Present
    Fidelity Investments
    Trenton, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-13
  • S66 Uniform Combined State Law Examination
    2025-11-13
Other Names
  • Scott Phillip Waldron
  • Scott Waldron

View on SEC IAPD

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