JULIE C LAVELLE is an investment adviser representative (IAR) with state registration records since 2003, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2015-02-13 | 2018-07-13 | — |
| MORGAN STANLEY DW INC. | 2005-07-21 | 2006-03-03 | — |
| BANC OF AMERICA SECURITIES LLC | 2003-02-25 | 2003-03-04 | — |