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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
PA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Somerset, NJ • United States

797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532 • 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
Metlife Somerset NJ 05/2007 03/2017
Mml Investors Services, Llc Warren NJ 03/2017 06/2020
Massmutual Warren NJ 03/2017 06/2020
Fidelity Brokerage Services Llc Morristown NJ 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2007 → 03/2017
    Metlife
    Somerset, NJ
  • 03/2017 → 06/2020
    Warren, NJ
  • 03/2017 → 06/2020
    Massmutual
    Warren, NJ
  • 06/2020 → Present
    Fidelity Brokerage Services Llc
    Morristown, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-07-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Morristown, NJ
  • 2017-03-25 → 2020-06-23
    Iselin, NJ
    Warren, NJ
  • 2008-09-18 → 2017-03-25
    Msi Financial Services, Inc.
    Somerset, NJ
    Cranford, NJ
    Springfield, MA
    Somerset, NJ
    Charlotte, NC
    Iselin, NJ
    Somerset, NJ
    Iselin, NJ
  • 2008-11-14 → 2015-01-02
    New England Securities
    Somerset, NJ
    New York, NY
    Somerset, NJ
    Charlotte, NC
    Somerset, NJ
    Cranford, NJ
  • 2008-11-14 → 2012-02-24
    Tower Square Securities, Inc.
    Somerset, NJ
  • 2008-11-14 → 2012-02-24
    Walnut Street Securities, Inc.
    Somerset, NJ
  • 2006-05-22 → 2007-03-26
    Cuso Financial Services, L.P.
    Bridgewater, NJ
  • 2005-08-05 → 2006-05-25
    Edison, NJ
  • 2004-03-10 → 2004-07-09
    Pennington, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-12-27
  • S66 Uniform Combined State Law Examination
    2003-12-27
Designations
Other Names
  • Delores D Nuamah
  • Delores Nuamah

View on SEC IAPD

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