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Advisor at STRATEGIC ADVISERS LLC
SHREWSBURY, MA | MILLIS, MA
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 | MILLIS, MA|SHREWSBURY, MA | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Dec 16, 2024 | Mar 31, 2025 | no | SHREWSBURY, MA|MILLIS, MA | Previous registration |
| BEAUMONT FINANCIAL PARTNERS LLC | Former SEC adviser | Feb 27, 2018 | Dec 31, 2019 | no | NEEDHAM, MA | 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 |
| BEAUMONT FINANCIAL PARTNERS LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Dec 31, 2019 | Dec 16, 2024 | 1,812 | Firm change after gap | RIA to ibd |