Brian J. Dineen

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CT	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

CT RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Wilton, CT • United States

1261 Post Road, Fairfield, CT 06824-6072 • United States

265 Church St One Century Tower, New Haven, CT 06510-7013 • 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

Organization	City	State	From	To
Ubs Securities Llc	New York	NY	08/2013	10/2019
Unemployed	Wilton	CT	10/2019	02/2020
Pointpickup Technologies Inc.	Stamford	CT	03/2020	04/2021
Fidelity Investments	Wlton	CT	08/2021	Present
Unemployed	Wilton	CT	04/2021	08/2021
Fidelity Investments	Boston	MA	03/2025	Present

08/2013 → 10/2019

Ubs Securities Llc

New York, NY
10/2019 → 02/2020

Unemployed

Wilton, CT
03/2020 → 04/2021

Pointpickup Technologies Inc.

Stamford, CT
08/2021 → Present

Fidelity Investments

Wlton, CT
04/2021 → 08/2021

Unemployed

Wilton, CT
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-10-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Stamford, CT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-08-24
S63	Uniform Securities Agent State Law Examination	1998-04-29

S66 Uniform Combined State Law Examination

2022-08-24
S63 Uniform Securities Agent State Law Examination

1998-04-29

Other Names

Brian Joseph Dineen
Brian J Dineen

View on SEC IAPD

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