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Advisor at STRATEGIC ADVISERS LLC
CLAWSON, MI
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 | CLAWSON, MI | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | May 21, 2021 | Mar 31, 2025 | no | COVINGTON, KY | Previous registration |
| OSAIC INSTITUTIONS, INC. | Bd affiliated wealth | Apr 19, 2017 | Mar 12, 2021 | no | NOVI, MI|W. Bloomfield, MI|Novi, MI|Howell, MI|DETROIT, MI|DETROIT, MI|Detroit, MI|Grosse Pointe Woods, MI|Detroit, MI|GROSSE POINTE, MI|BLOOMFIELD HILLS, MI|St. Clair Shores, MI|Eastpointe, MI|La Porte, IN|TROY, MI|Rushville, IN|Dearborn Heights, MI|Allen Park, MI|Dearborn, MI|SOUTHGATE, MI | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jan 7, 2015 | Apr 3, 2017 | no | CHESTERFIELD, MI|CHICAGO, IL|CHESTERFIELD TOWNSHIP, MI|CHESTERFIELD TOWNSHIP, MI|CHESTERFIELD, MI|FARMINGTON HILLS, MI | Previous registration |
| HUNTINGTON FINANCIAL ADVISORS | Bd affiliated wealth | Apr 3, 2013 | Nov 8, 2013 | no | WARREN, MI|WARREN, MI | Previous registration |
| E*TRADE CAPITAL MANAGEMENT, LLC | Former SEC adviser | May 25, 2010 | Mar 14, 2013 | no | ARLINGTON, VA | 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 |
| OSAIC INSTITUTIONS, INC. | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Mar 12, 2021 | May 21, 2021 | 70 | Firm change | Ibd to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | OSAIC INSTITUTIONS, INC. | Apr 3, 2017 | Apr 19, 2017 | 16 | Firm change | Other |
| HUNTINGTON FINANCIAL ADVISORS | MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Nov 8, 2013 | Jan 7, 2015 | 425 | Firm change after gap | Other |
| E*TRADE CAPITAL MANAGEMENT, LLC | HUNTINGTON FINANCIAL ADVISORS | Mar 14, 2013 | Apr 3, 2013 | 20 | Firm change | Other |