James M Lorenz

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
MA	RA	APPROVED	2025-03-31
NH	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

MA RA
APPROVED

Since 2025-03-31
NH RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Stratham, NH • United States

54 Maplewood Ave, Portsmouth, NH 03801-3712 • 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 Brokerage Services, Llc	Durham	NC	08/2016	12/2018
Fidelity Brokerage Services, Llc	Boston	MA	12/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2016 → 12/2018

Fidelity Brokerage Services, Llc

Durham, NC
12/2018 → Present

Fidelity Brokerage Services, Llc

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-05-19 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA
2001-10-30 → 2016-08-11

Strategic Advisers Llc

Boston, MA

Merrimack, NH

Merrimack, NH

Merrimack, NC
2005-04-27 → 2007-03-28

Fidelity Personal Trust Company, Fsb

Merrimack, NH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-05-06
S63	Uniform Securities Agent State Law Examination	1987-08-07

S66 Uniform Combined State Law Examination

2019-05-06
S63 Uniform Securities Agent State Law Examination

1987-08-07

Other Names

James Michael Lorenz
James Lorenz

View on SEC IAPD

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