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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Brooklyn, NY • United States

165 Broadway, New York City, NY 10006-1404 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Imc Financial Markets Chicago IL 08/2014 11/2020
Unemployed New York NY 12/2020 06/2021
Fidelity Investments New York NY 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2014 → 11/2020
    Imc Financial Markets
    Chicago, IL
  • 12/2020 → 06/2021
    Unemployed
    New York, NY
  • 07/2021 → Present
    Fidelity Investments
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Brooklyn, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-23
S63 Uniform Securities Agent State Law Examination 2008-01-15
  • S66 Uniform Combined State Law Examination
    2021-06-23
  • S63 Uniform Securities Agent State Law Examination
    2008-01-15

View on SEC IAPD

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