Chelsea Lopes

CRD 7760199 · Fidelity Brokerage Services LLC · Tampa, FL

IA RegisteredBroker

Also appears in the source record as: Chelsea Judith Lopes

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): Series 7TOSIESeries 63Series 65
Registered states (4): Florida · Georgia · Indiana · Texas
Years in the industry (source record): 2
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 7760199 contains one or more disclosure events as of Aug 20, 2026.

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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 (3)

From the source registration record · current first

Strategic Advisers LLCCurrent
Tampa, FL · IA capacity

start not retrieved → present
Fidelity Brokerage Services LLCCurrent
Tampa, FL · BC capacity

start not retrieved → present
Caitlin John
Tampa, FL · IA capacity

Aug 15, 2023 → Aug 15, 2024

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 7760199 ↗ FINRA BrokerCheck record for CRD 7760199 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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