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Advisor at STRATEGIC ADVISERS LLC
STATEN ISLAND, NY | MILLBURN, 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 | MILLBURN, NJ|STATEN ISLAND, NY | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Feb 22, 2021 | Mar 31, 2025 | no | MILLBURN, NJ | Previous registration |
| ADVICE AND PLANNING SERVICES | Bd affiliated wealth | Oct 3, 2013 | Nov 13, 2020 | no | NEW YORK, NY | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Mar 14, 2013 | Aug 30, 2013 | no | STATEN ISLAND, NY|NEW YORK, NY|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 |
| ADVICE AND PLANNING SERVICES | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Nov 13, 2020 | Feb 22, 2021 | 101 | Firm change | Ibd to ibd |
| EQUITABLE ADVISORS, LLC | ADVICE AND PLANNING SERVICES | Aug 30, 2013 | Oct 3, 2013 | 34 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 20472:288590:NY:2020-11-13 | Nov 13, 2020 | Feb 22, 2021 | NEW YORK, NY | Firm change |