DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at STRATEGIC ADVISERS LLC
PARAMUS, NJ | RIVER VALE, 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 | RIVER VALE, NJ|PARAMUS, NJ | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jun 15, 2022 | Mar 31, 2025 | no | PARAMUS, NJ | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Sep 11, 2019 | Apr 12, 2022 | no | LEONIA, NJ|FORT LEE, NJ|WASHINGTON TWP., NJ|RIDGEWOOD, NJ|ENGLEWOOD, NJ|MAHWAH, NJ | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | May 9, 2018 | Sep 10, 2019 | no | NORWOOD, NJ|HAWORTH, NJ|Old Tappan, NJ | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Aug 17, 2016 | May 4, 2018 | no | EMERSON, NJ | Previous registration |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Jun 25, 2014 | Jun 22, 2016 | no | GREENVILLE, SC|Greenville, SC|Greenville, SC | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Sep 22, 2010 | Jun 23, 2014 | no | GREENVILLE, SC | 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 |
| PNC WEALTH MANAGEMENT | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Apr 12, 2022 | Jun 15, 2022 | 64 | Firm change | Ibd to ibd |
| J.P. MORGAN SECURITIES LLC | PNC WEALTH MANAGEMENT | Sep 10, 2019 | Sep 11, 2019 | 1 | Firm change | Wirehouse to ibd |
| PNC WEALTH MANAGEMENT | J.P. MORGAN SECURITIES LLC | May 4, 2018 | May 9, 2018 | 5 | Firm change | Ibd to wirehouse |
| VOYA FINANCIAL ADVISORS, INC. | PNC WEALTH MANAGEMENT | Jun 22, 2016 | Aug 17, 2016 | 56 | Firm change | Other |
| WELLS FARGO ADVISORS | VOYA FINANCIAL ADVISORS, INC. | Jun 23, 2014 | Jun 25, 2014 | 2 | Firm change | Other |