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STEVE SIMOS
CRD#: 2320019
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 245 SUMMER STREET, V2A
BOSTON, MA 02210
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 100 HOWE DRIVE
COVINGTON, KY 41015
Registration History
1995200020052010201520202025IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - Present (6 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2006 - Present (18 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)1993 - 2005 (12 years)IASTRATEGIC ADVISERS LLC (CRD# 104555)2007 - 2018 (10 years)
License(s)

State Registrations

B
Kentucky 9/28/2006

IA
Ohio 10/26/2022

IA
Kentucky 7/13/2018

IA
Texas 7/13/2018

B
Massachusetts 1/7/2022

B
Texas 1/7/2022

B
Ohio 1/8/2022

B
Utah 1/7/2022

SRO Registrations

B
FINRA

B
New York Stock Exchange

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
245 SUMMER STREET, V2A, BOSTON, MA 02210
Registered with this firm since 7/13/2018

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
100 HOWE DRIVE, COVINGTON, KY 41015
FAIRFIELD, OH
Registered with this firm since 9/28/2006

Previous Registration(s)
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IA
09/21/2007 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) COVINGTON, KY
B
03/16/1993 - 11/07/2005 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) SMITHFIELD, RI
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.