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Advisor at STRATEGIC ADVISERS LLC
ELMHURST, IL
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 | ELMHURST, IL | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Aug 3, 2022 | Mar 31, 2025 | no | OAK BROOK, IL|ELMHURST, IL | Previous registration |
| NORTHERN TRUST SECURITIES, INC | Bd affiliated wealth | Sep 1, 2017 | Jun 14, 2022 | no | CHICAGO, IL|LAKE FOREST, IL|MILWAUKEE, WI | Previous registration |
| AMG FUNDS LLC | Asset manager | Jun 17, 2010 | Apr 30, 2012 | no | n/a | Previous registration |
| AMG DISTRIBUTORS, INC. | n/a | Jan 18, 2008 | Jun 18, 2010 | no | Stamford, CT|CHICAGO, IL|CHICAGO, IL | 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 |
| NORTHERN TRUST SECURITIES, INC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jun 14, 2022 | Aug 3, 2022 | 50 | Firm change | Ibd to ibd |
| AMG FUNDS LLC | NORTHERN TRUST SECURITIES, INC | Apr 30, 2012 | Sep 1, 2017 | 1,950 | Firm change after gap | Other |
| AMG DISTRIBUTORS, INC. | AMG FUNDS LLC | Jun 18, 2010 | Jun 17, 2010 | -1 | Firm change | Other |