Linda J Hoffman

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

NJ RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Ridgewood, NJ • United States

396 North Route 17, Paramus, NJ 07652-2907 • 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
Fidelity Investments	Paramus	NJ	07/2000	Present
Strategic Advisers	Paramus	NJ	08/2000	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2000 → Present

Fidelity Investments

Paramus, NJ
08/2000 → Present

Strategic Advisers

Paramus, NJ
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Paramus, NJ

Ridgewood, NJ
2002-07-02 → 2018-07-13

Strategic Advisers Llc

Paramus, NJ

Other Businesses

OBA-111718|OrgNmn:Collateralized Loan|Org Addr:Cornwall o,New York,US|OBA Nature:Collateralized loan/ Private l|Invst Rel:Y|Title:Trustee|Duties:none|StrtDt:09-17-24|TotHrs/mon:1|TrdHrs/mon:0|

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-01-25
S63	Uniform Securities Agent State Law Examination	1986-10-01

S65 Uniform Investment Adviser Law Examination

1999-01-25
S63 Uniform Securities Agent State Law Examination

1986-10-01

Other Names

Linda J Hoffman
Linda Joy Hoffman

View on SEC IAPD

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