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Advisor at STRATEGIC ADVISERS LLC
WEST HARTFORD, CT
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 | WEST HARTFORD, CT|WEST HARTFORD, CT | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jan 11, 2023 | Mar 31, 2025 | no | WEST HARTFORD, CT | Previous registration |
| WESTVIEW INVESTMENT ADVISORS | Independent wealth | Feb 24, 2020 | Sep 23, 2022 | no | BURLINGTON, VT | Previous registration |
| WESTVIEW INVESTMENT ADVISORS, LLC | Former SEC adviser | Aug 11, 2016 | Mar 12, 2020 | no | BURLINGTON, VT | 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 |
| WESTVIEW INVESTMENT ADVISORS | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Sep 23, 2022 | Jan 11, 2023 | 110 | Firm change | RIA to ibd |
| WESTVIEW INVESTMENT ADVISORS, LLC | WESTVIEW INVESTMENT ADVISORS | Mar 12, 2020 | Feb 24, 2020 | -17 | Channel change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 116001:305655:VT:2020-03-12 | Mar 12, 2020 | Feb 24, 2020 | BURLINGTON, VT | Firm change |