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Advisor at STRATEGIC ADVISERS LLC
MANTOLOKING, 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 | MANTOLOKING, NJ | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jun 15, 2021 | Mar 31, 2025 | no | MERRIMACK, NH | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Aug 30, 2016 | Jul 2, 2019 | no | Long Island City, 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 |
| CITIGROUP GLOBAL MARKETS INC. | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jul 2, 2019 | Jun 15, 2021 | 714 | Firm change after gap | Ibd to ibd |