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Advisor at STRATEGIC ADVISERS LLC
MERRIMACK, NH | NEW YORK, NY
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 | MERRIMACK, NH|NEW YORK, NY|NEW YORK, NY | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Oct 24, 2023 | Mar 31, 2025 | no | NEW YORK, NY|MERRIMACK, NH|NEW YORK, NY | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 4, 2022 | Sep 5, 2023 | no | SUMMIT, NJ | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 21, 2020 | Jun 25, 2021 | no | PENNINGTON, NJ|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 |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Sep 5, 2023 | Oct 24, 2023 | 49 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:288590:NJ:2023-08-25 | Sep 5, 2023 | Oct 24, 2023 | SUMMIT, NJ | Firm change |