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Advisor at STRATEGIC ADVISERS LLC
CHERRY HILL, NJ | MARLTON, 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 | MARLTON, NJ|CHERRY HILL, NJ | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Nov 9, 2021 | Mar 31, 2025 | no | MARLTON, NJ | Previous registration |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Bd affiliated wealth | Nov 30, 2017 | Oct 7, 2021 | no | WEST DEPTFORD, NJ | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 21, 2010 | Dec 15, 2017 | no | MOUNT LAUREL, NJ|NEW YORK, NY|PENNINGTON, NJ|PENNINGTON, NJ|NEW YORK, NY|CHERRY HILL, NJ|MOUNT LAUREL, NJ|CHERRY HILL, NJ | 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 |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Oct 7, 2021 | Nov 9, 2021 | 33 | Firm change | Ibd to ibd |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | Dec 15, 2017 | Nov 30, 2017 | -15 | Firm change | Other |