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Advisor at STRATEGIC ADVISERS LLC
WAYNE, NJ | NORTH CALDWELL, 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 | WAYNE, NJ|NORTH CALDWELL, NJ | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Aug 25, 2023 | Mar 31, 2025 | no | NANUET, NY | Previous registration |
| E*TRADE CAPITAL MANAGEMENT, LLC | Former SEC adviser | Aug 31, 2020 | Aug 21, 2023 | no | Garden City, NY|ARLINGTON, VA|GARDEN CITY, 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 |
| E*TRADE CAPITAL MANAGEMENT, LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Aug 21, 2023 | Aug 25, 2023 | 4 | Firm change | RIA to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 42159:288590:NY:2023-08-03 | Aug 21, 2023 | Aug 25, 2023 | NEW YORK, NY | Firm change |