Polly A. Sheedy
Professional summary
Polly A Sheedy, CFP®, who also goes by Polly A Baydala, Polly Ann Baydala Sheedy, Polly Ann-baydala Sheedy, is a registered financial professional currently at FIDELITY BROKERAGE SERVICES LLC located in Boston, Massachusetts.
Polly is registered as a RR (Registered Representative) and started their career in finance in 2005. Polly has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Polly A Sheedy's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 12, 2014 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 245 Summer Street, Boston, MA 02210March 31, 2025 - April 16, 2025
STRATEGIC ADVISERS LLC
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
April 23, 2014 - July 13, 2018
STRATEGIC ADVISERS LLC
October 1, 2012 - February 5, 2014
J.P. MORGAN SECURITIES LLC
October 1, 2012 - February 5, 2014
J.P. MORGAN SECURITIES LLC
April 17, 2012 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
April 17, 2012 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
September 9, 2011 - February 29, 2012
LUCIA SECURITIES, LLC
April 9, 2010 - March 2, 2012
LUCIA CAPITAL GROUP
August 25, 2008 - October 20, 2010
RAYMOND J. LUCIA COMPANIES, INC.
November 9, 2007 - December 5, 2011
FIRST ALLIED SECURITIES, INC.
August 31, 2007 - November 15, 2007
SECURITIES AMERICA, INC.
April 4, 2005 - June 21, 2007
DEUTSCHE BANK SECURITIES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
FINRA
New York Stock Exchange
Current Firm
FIDELITY BROKERAGE SERVICES LLC
CRD#: 7784 / SEC#: , 8-23292
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FIDELITY GLOBAL BROKERAGE GROUP, INC. | MEMBER | |
| BRANDNER, CLINT RYAN | CHIEF OPERATIONS OFFICER | 7209362 |
| CENATIEMPO, PHILIP J | HEAD OF STRATEGY, PLANNING & ADVICE | 4809405 |
| DYER, JANET MARIE | CO - CHIEF COMPLIANCE OFFICER | 3186352 |
| MAHNA, ROHIT | HEAD OF CLIENT GROWTH | 4078386 |
| MASCIALINO, ROBERT RAYMOND | PRESIDENT/CEO/DIRECTOR | 2078086 |
| MCLAUGHLIN, KEVIN MICHAEL | CHIEF FINANCIAL OFFICER | 5392417 |
| MERKEN, GAIL RACHEL | CHIEF COMPLIANCE OFFICER | 5546717 |
| PETERSON, PAUL DAVID | HEAD OF INVESTMENT ADVISOR GROUP | 2387115 |
| STURDY, CHARLES HANCOCK | SECRETARY AND GENERAL COUNSEL |
Disclosures
| Regulatory Event | 23 |
| Arbitration | 124 |
Red Flags
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Company Information
FIDELITY BROKERAGE SERVICES LLC
CRD#: 7784Boston, MA 02210TRUST BUT VERIFY
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