DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at STRATEGIC ADVISERS LLC
STRATFORD, 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 | STRATFORD, CT | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jan 19, 2022 | Mar 31, 2025 | no | STRATFORD, CT|MERRIMACK, NH | Previous registration |
| AST INVESTMENT SERVICES, INC. | Asset manager | Mar 24, 2006 | Nov 13, 2020 | no | SHELTON, CT | Previous registration |
| AMERICAN SKANDIA ADVISORY SERVICES, INC. | n/a | Mar 7, 2003 | Mar 25, 2004 | no | SHELTON, CT | 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 |
| AST INVESTMENT SERVICES, INC. | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Nov 13, 2020 | Jan 19, 2022 | 432 | Firm change after gap | Other |
| AMERICAN SKANDIA ADVISORY SERVICES, INC. | AST INVESTMENT SERVICES, INC. | Mar 25, 2004 | Mar 24, 2006 | 729 | Firm change after gap | Other |