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Allison Popeo

Strategic Advisers LLC

Boston, MA

Westwood, 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 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

155 Congress St, Boston, MA 02110-2511 • United States

Westwood, 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
North American Management Corp. Boston MA 03/2011 02/2017
Fidelity Brokerage Services Llc Boston MA 02/2017 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2011 → 02/2017
    North American Management Corp.
    Boston, MA
  • 02/2017 → Present
    Fidelity Brokerage Services Llc
    Boston, MA
  • 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
  • 2017-06-19 → 2018-07-13
    Strategic Advisers Llc
    Boston, MA
  • 2014-03-28 → 2017-02-07
    North American Management Corp
    Boston, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2017-05-22
S65 Uniform Investment Adviser Law Examination 2014-03-27
  • S63 Uniform Securities Agent State Law Examination
    2017-05-22
  • S65 Uniform Investment Adviser Law Examination
    2014-03-27
Other Names
  • Allison Engelhardt
  • Allison A Engelhardt
  • Allison A Popeo
  • Allison E Popeo
  • Allison Engelhardt Popeo

View on SEC IAPD

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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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