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Anand Annigeri

Strategic Advisers LLC

Boston, MA

Medfield, MA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-03-16
NJ RA APPROVED 2025-03-31
RI RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2026-03-16
  • NJ RA
    APPROVED
    Since 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31

Branch Locations

245 Summer Street, Boston, MA 02210-1129 • United States

Medfield, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Paramus NJ 06/2000 Present
Strategic Advisers, Inc. Paramus NJ 05/2003 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2000 → Present
    Fidelity Investments
    Paramus, NJ
  • 05/2003 → Present
    Strategic Advisers, Inc.
    Paramus, NJ
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2003-06-16 → 2018-07-13
    Strategic Advisers Llc
    Smithfield, RI
    Millburn, NJ
Other Businesses

OBA-59894|OrgNmn:Greenhouse Scholars|Org Addr:Boulder,Colorado,US|OBA Nature:Focus on cultivating leaders a|Invst Rel:N|Title:National Development and Advisory|Duties:Member of newly created National Development and Advisory Board|StrtDt:06-08-21|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-03-19
S63 Uniform Securities Agent State Law Examination 2001-04-20
  • S66 Uniform Combined State Law Examination
    2003-03-19
  • S63 Uniform Securities Agent State Law Examination
    2001-04-20

View on SEC IAPD

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NEW HERITAGE CAPITAL, LLC
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NEWPATH MANAGEMENT, L.P.

Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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