Scott L. Langlais

STRATEGIC ADVISERS LLC

FAIRFIELD, CT

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CRD#: 2964819

Professional summary

Scott Louis Langlais, CFP®, who also goes by Scott L Langlais, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Fairfield, Connecticut and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.

Scott is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Scott has worked at 14 firms and has passed the Series 66, SIE, Series 7, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Scott L Langlais

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Louis Langlais's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

FAIRFIELD, CT

Current

September 26, 2019 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 900 Salem Street, Smithfield, RI 02917

CRD#: 7784

Smithfield, RI

Past

October 8, 2019 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

FAIRFIELD, CT

Past

May 26, 2018 - August 19, 2019

MONECO ADVISORS

RIA

CRD#: 171922

FAIRFIELD, CT

Past

May 21, 2018 - September 4, 2019

LPL FINANCIAL LLC

CRD#: 6413

FAIRFIELD, CT

Past

August 12, 2013 - May 26, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

GREENWICH, CT

Past

July 29, 2013 - May 8, 2018

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

GREENWICH, CT

Past

July 26, 2010 - June 12, 2013

CLEARBRIDGE INVESTMENTS, LLC

RIA

CRD#: 137028

NEW YORK, NY

Past

July 26, 2010 - June 12, 2013

FRANKLIN DISTRIBUTORS, LLC

CRD#: 109064

STAMFORD, CT

Past

February 8, 2010 - July 6, 2010

NEWALLIANCE INVESTMENTS, INC.

CRD#: 126880

HAMDEN, CT

Past

July 13, 2009 - February 8, 2010

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

CHESHIRE, CT

Past

July 13, 2009 - February 8, 2010

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

CHESHIRE, CT

Past

February 13, 2006 - December 31, 2008

EQUITABLE DISTRIBUTORS, LLC

CRD#: 25900

CHARLOTTE, NC

Past

December 15, 2003 - February 16, 2006

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

CRD#: 5496

WELLESLEY HILLS, MA

Past

November 26, 2002 - November 18, 2003

BNY INVESTMENT CENTER INC.

CRD#: 47683

NEW YORK, NY

Past

August 15, 2000 - November 1, 2002

MFS FUND DISTRIBUTORS, INC.

CRD#: 31052

BOSTON, MA

Past

November 1, 1999 - July 19, 2000

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

Past

December 10, 1997 - October 22, 1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(7/23/2020)

Arizona
(7/23/2020)

Arkansas
(7/23/2020)

California
(7/23/2020)

Colorado
(7/23/2020)

Connecticut
(9/27/2019)

IAR

Connecticut
(3/31/2025)

Delaware
(7/23/2020)

District of Columbia
(7/23/2020)

Florida
(7/23/2020)

Georgia
(7/23/2020)

Idaho
(7/23/2020)

Illinois
(7/23/2020)

Indiana
(7/23/2020)

Iowa
(7/23/2020)

Kansas
(7/23/2020)

Kentucky
(7/23/2020)

Louisiana
(7/23/2020)

Maine
(7/23/2020)

Maryland
(7/23/2020)

Massachusetts
(9/27/2019)

Michigan
(7/23/2020)

Minnesota
(7/23/2020)

Mississippi
(7/23/2020)

Missouri
(7/23/2020)

Montana
(7/23/2020)

Nebraska
(7/23/2020)

Nevada
(7/23/2020)

New Hampshire
(9/27/2019)

New Jersey
(7/23/2020)

IAR

New Jersey
(3/31/2025)

New Mexico
(7/23/2020)

New York
(9/27/2019)

IAR

New York
(3/31/2025)

North Carolina
(7/23/2020)

North Dakota
(7/23/2020)

Ohio
(7/24/2020)

Oklahoma
(7/23/2020)

Oregon
(7/23/2020)

Pennsylvania
(7/23/2020)

Puerto Rico
(7/23/2020)

Rhode Island
(9/27/2019)

IAR

Rhode Island
(3/31/2025)

South Carolina
(7/23/2020)

South Dakota
(7/23/2020)

Tennessee
(7/23/2020)

Texas
(7/23/2020)

IAR

Texas
(3/31/2025)

Utah
(7/23/2020)

Vermont
(7/23/2020)

Virgin Islands
(7/23/2020)

Virginia
(7/23/2020)

Washington
(7/23/2020)

West Virginia
(7/23/2020)

Wisconsin
(7/23/2020)

Wyoming
(7/23/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/30/1997

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/8/1997

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/29/2010

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 2/7/2003

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Scott L. Langlais

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Scott Louis Langlais's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

MONECO ADVISORS

LPL FINANCIAL LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

CLEARBRIDGE INVESTMENTS, LLC

FRANKLIN DISTRIBUTORS, LLC

NEWALLIANCE INVESTMENTS, INC.

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

EQUITABLE DISTRIBUTORS, LLC

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

BNY INVESTMENT CENTER INC.

MFS FUND DISTRIBUTORS, INC.

FIDELITY BROKERAGE SERVICES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/30/1997

SIE

Date: 10/1/2018

Series 7

Date: 12/8/1997

Series 24

Date: 12/29/2010

Series 26

Date: 2/7/2003

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

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