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GREGORY JAMES WHELAN
GREG WHELAN
CRD#: 2680859
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 245 SUMMER STREET, V2A
BOSTON, MA 02210
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 245 SUMMER STREET
BOSTON, MA 02210
Registration History
1996199820002002200420062008201020122014201620182020202220242026IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - Present (6 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)1995 - Present (29 years)IASTRATEGIC ADVISERS LLC (CRD# 104555)2002 - 2018 (16 years)
License(s)

State Registrations

IA
Massachusetts 7/13/2018

SRO Registrations

B
FINRA

B
New York Stock Exchange

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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)
245 SUMMER STREET, BOSTON, MA 02210
HULL, MA
Registered with this firm since 12/7/1995

Previous Registration(s)
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IA
05/06/2002 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) BRAINTREE, MA
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B
Broker
IA
Investment Adviser
Disclosures
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