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Advisor at STRATEGIC ADVISERS LLC
FAIRFIELD, 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 | FAIRFIELD, CT | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Oct 30, 2023 | Mar 31, 2025 | no | MERRIMACK, NH|FAIRFIELD, CT | Previous registration |
| ASPETUCK FINANCIAL MANAGEMENT LLC | Independent wealth | Apr 1, 2021 | Nov 30, 2021 | no | WESTPORT, 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 |
| ASPETUCK FINANCIAL MANAGEMENT LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Nov 30, 2021 | Oct 30, 2023 | 699 | Firm change after gap | Other |