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Detailed Report
STEVEN ANDREW SEHRER
CRD#: 6950185
IA
Investment Adviser
B
Broker
STRATEGIC ADVISERS LLCCRD#: 104555 155 SEAPORT BLVD
BOSTON, MA 02210-2698
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 2211 MICHELSON DRIVE
SUITES 100, 120
IRVINE, CA 92612
Registration History
201820192020202120222023202420252026IASTRATEGIC ADVISERS LLC (CRD# 104555)2025 - Present (<1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2018 - Present (6 years)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2019 - 2025 (5 years)
License(s)

State Registrations

B
Arizona 3/12/2021
B
Mississippi 4/2/2025
B
Arkansas 1/12/2021
B
Nevada 1/12/2021
B
California 8/24/2018
B
New Jersey 8/25/2022
IA
California 3/31/2025
B
New Mexico 2/12/2025
B
Colorado 8/1/2022
B
New York 10/15/2021
B
Connecticut 5/19/2023
B
North Carolina 3/25/2023
B
Delaware 4/29/2024
B
Ohio 9/27/2023
B
Florida 10/15/2021
B
Oklahoma 7/21/2023
B
Georgia 7/6/2022
B
Oregon 9/23/2021
B
Hawaii 10/21/2021
B
Tennessee 10/15/2021
B
Idaho 5/19/2023
B
Texas 9/23/2021
B
Maryland 7/19/2024
IA
Texas 3/31/2025
B
Massachusetts 10/1/2024
B
Virginia 3/25/2023
B
Michigan 1/27/2025
B
Washington 10/20/2021
B
Minnesota 8/23/2022
B
Wyoming 3/23/2023

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
STRATEGIC ADVISERS LLC (CRD#:104555)
155 SEAPORT BLVD, BOSTON, MA 02210-2698
Registered with this firm since 3/31/2025
B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
2211 MICHELSON DRIVE SUITES 100, 120, IRVINE, CA 92612
NEWPORT BEACH, CA
Registered with this firm since 7/23/2018
Previous Registration(s)
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IA
 09/17/2019 - 03/31/2025 FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590) IRVINE, CA
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.