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Advisor at STRATEGIC ADVISERS LLC
WALLINGFORD, PA | GREENVILLE, DE
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 31, 2025 | n/a | yes | GREENVILLE, DE|WALLINGFORD, PA | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jun 20, 2023 | Mar 31, 2025 | no | VILLANOVA, PA | Previous registration |
| VANGUARD ADVISERS, INC. | Bd affiliated wealth | Oct 25, 2021 | Feb 23, 2023 | no | MALVERN, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | STRATEGIC ADVISERS LLC | Mar 31, 2025 | Mar 31, 2025 | 0 | Bulk transfer | Ibd to ibd |
| VANGUARD ADVISERS, INC. | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Feb 23, 2023 | Jun 20, 2023 | 117 | Firm change | Ibd to ibd |