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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-06-26
TX RA APPROVED 2025-06-20
  • MA RA
    APPROVED
    Since 2025-06-26
  • TX RA
    APPROVED
    Since 2025-06-20

Branch Locations

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

North Reading, 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
Fidelity Brokerage Services Llc New York NY 01/2009 Present
  • 01/2009 → Present
    Fidelity Brokerage Services Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-11
  • S66 Uniform Combined State Law Examination
    2025-06-11
Other Names
  • Allsion Dorothy Carloni
  • Allison Dorothy Carloni
  • Allison Dorothy Brown

View on SEC IAPD

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