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Detailed Report
ADAM RONALD BOMBERGER
CRD#: 4176976
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 245 SUMMER STREET, V2A
BOSTON, MA 02210
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 155 CONGRESS ST
BOSTON, MA 02110
Registration History
20132014201520162017201820192020202120222023202420252026IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - Present (6 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2013 - Present (11 years)IASTRATEGIC ADVISERS LLC (CRD# 104555)2013 - 2018 (5 years)
License(s)

State Registrations

B
Alaska 11/23/2020
B
Nevada 10/8/2021
B
Arizona 6/4/2021
B
New Hampshire 9/4/2013
B
California 10/5/2015
B
New Jersey 8/9/2017
B
Colorado 12/19/2016
B
New York 12/17/2013
B
Connecticut 9/4/2013
B
North Carolina 5/21/2015
B
Delaware 8/13/2021
B
Oregon 8/9/2017
B
District of Columbia 3/27/2018
B
Pennsylvania 6/10/2015
B
Florida 9/5/2013
IA
Pennsylvania 5/3/2024
B
Georgia 10/27/2016
B
Rhode Island 9/4/2013
B
Hawaii 7/9/2024
B
South Carolina 7/25/2016
B
Illinois 9/19/2019
IA
South Carolina 5/3/2024
B
Maine 9/4/2013
B
Tennessee 9/19/2019
IA
Maine 5/3/2024
B
Texas 6/25/2015
B
Maryland 2/4/2019
IA
Texas 7/13/2018
B
Massachusetts 6/15/2013
B
Utah 2/12/2021
IA
Massachusetts 7/13/2018
B
Vermont 9/4/2013
B
Michigan 1/15/2020
B
Virginia 4/23/2020
B
Minnesota 4/23/2020
B
Washington 9/19/2019
B
Missouri 5/25/2018

SRO Registrations

B
 FINRA
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

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)
155 CONGRESS ST, BOSTON, MA 02110
NEWBURYPORT, MA
Registered with this firm since 5/23/2013
Previous Registration(s)
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IA
 06/24/2013 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) BOSTON, MA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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.