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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-13
FL RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-02-13
  • FL RA
    APPROVED
    Since 2025-03-31

Branch Locations

Palm Beach Gardens, FL • United States

3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Keller Williams Preferred Partners Fl FL 12/2015 06/2018
Fidelity Investments Palm Beach Gardens FL 07/2024 Present
Exp Realty Fl FL 09/2018 02/2020
Lpt Realty Fl FL 12/2022 06/2024
Bleu Palms Real Estate Fl FL 06/2018 09/2018
Exp Realty Fl FL 09/2022 12/2022
Coastal Properties Fl (Defunct) Fl FL 02/2020 09/2022
Fidelity Investments Boston MA 03/2025 Present
  • 12/2015 → 06/2018
    Keller Williams Preferred Partners
    Fl, FL
  • 07/2024 → Present
    Fidelity Investments
    Palm Beach Gardens, FL
  • 09/2018 → 02/2020
    Exp Realty
    Fl, FL
  • 12/2022 → 06/2024
    Lpt Realty
    Fl, FL
  • 06/2018 → 09/2018
    Bleu Palms Real Estate
    Fl, FL
  • 09/2022 → 12/2022
    Exp Realty
    Fl, FL
  • 02/2020 → 09/2022
    Coastal Properties Fl (Defunct)
    Fl, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Palm Beach Gardens, FL
    Palm Beach Gardens, FL
Other Businesses

OBA-111496|OrgNmn:LPT Realty|Org Addr:Lake Mary,Florida,US|OBA Nature:I am a licensed Realtor that h|Invst Rel:Y|Title:Sole Proprietor|Duties:No duties or obligations. I only actively use my license to buy and sell my family's or personal homes. |StrtDt:12-22-22|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-20
  • S66 Uniform Combined State Law Examination
    2024-11-20
Other Names
  • Jason M Droddy
  • Jason Michael Droddy

View on SEC IAPD

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