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Advisor at STRATEGIC ADVISERS LLC
MORRISTOWN, NJ | FLORHAM PARK, NJ
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 | FLORHAM PARK, NJ|MORRISTOWN, NJ | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Dec 10, 2021 | Mar 31, 2025 | no | MORRISTOWN, NJ | Previous registration |
| COASTAL BRIDGE ADVISORS | Independent wealth | Aug 27, 2018 | Aug 26, 2021 | no | WESTPORT, CT|WESTPORT, CT | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Mar 9, 2017 | Nov 16, 2017 | no | NEW YORK, NY | 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 |
| COASTAL BRIDGE ADVISORS | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Aug 26, 2021 | Dec 10, 2021 | 106 | Firm change | RIA to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | COASTAL BRIDGE ADVISORS | Nov 16, 2017 | Aug 27, 2018 | 284 | Firm change | Wirehouse to RIA |