DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at STRATEGIC ADVISERS LLC
FAIRFAX, VA | RESTON, VA
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 | RESTON, VA|FAIRFAX, VA | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Feb 8, 2022 | Mar 31, 2025 | no | RESTON, VA | Previous registration |
| HOMESTEAD ADVISERS CORP. | Other adviser | Apr 14, 2017 | Jan 20, 2022 | no | ARLINGTON, VA | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Jun 6, 2013 | Feb 21, 2014 | no | RICHMOND, 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 |
| HOMESTEAD ADVISERS CORP. | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jan 20, 2022 | Feb 8, 2022 | 19 | Firm change | Other |
| SUNTRUST INVESTMENT SERVICES, INC. | HOMESTEAD ADVISERS CORP. | Feb 21, 2014 | Apr 14, 2017 | 1,148 | Firm change after gap | Other |