Srdjan Misic

CRD 6054163 · Fidelity Brokerage Services LLC · Clearwater, FL

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 65Series 63SIESeries 7Series 6
Registered states (22): Arizona · California · Colorado · Florida · Georgia · Illinois · Indiana · Massachusetts · Michigan · Nevada · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Wisconsin
Years in the industry (source record): 13
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (10)

From the source registration record · current first

Strategic Advisers LLCCurrent
Palm Harbor, FL · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Palm Harbor, FL · BD capacity

May 26, 2021 → present
Fidelity Brokerage Services LLCCurrent
Clearwater, FL · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Jun 29, 2021 → Mar 31, 2025
Truist Advisory Services, Inc.
IA capacity

Oct 23, 2017 → Mar 26, 2021
Truist Investment Services, Inc.
BD capacity

Aug 4, 2017 → Mar 26, 2021
Wells Fargo Clearing Services, LLC
IA capacity

May 19, 2015 → Jul 24, 2017
Wells Fargo Clearing Services, LLC
BD capacity

May 15, 2015 → Jul 24, 2017
Northwestern Mutual Investment Services,llc
IA capacity

Feb 25, 2015 → Apr 27, 2015
Northwestern Mutual Investment Services, LLC
BD capacity

Oct 28, 2013 → Apr 27, 2015

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.