Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31

Branch Locations

Chicago, IL • 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
Nationwide Investment Services Corporation Columbus OH 01/2012 06/2022
Fidelity Investments Westlake TX 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2012 → 06/2022
    Nationwide Investment Services Corporation
    Columbus, OH
  • 06/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-88933|OrgNmn:B & A Rentals 1 & 2, Inc.|Org Addr:Chicago,Illinois,US|OBA Nature:I own rental apartments|Invst Rel:Y|Title:President of the corporation|Duties:Property management|StrtDt:06-27-22|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-02-21
S63 Uniform Securities Agent State Law Examination 2008-10-02
  • S65 Uniform Investment Adviser Law Examination
    2012-02-21
  • S63 Uniform Securities Agent State Law Examination
    2008-10-02

View on SEC IAPD

More in Chicago, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor