Osmar Hernandez

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-03-31

NY RA
APPROVED

Since 2025-03-31

Branch Locations

Scarsdale, NY • United States

799 Central Park Ave Greenville Shopping Center, Scarsdale, NY 10583-2507 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Covenant House	New York	NY	06/2004	03/2020
Morgan Stanley Smith Barney	Purchase	NY	08/2009	01/2019
E*Trade Securities Llc	Scarsdale	NY	03/2019	01/2021
E*Trade Capital Management Llc	Scarsdale	NY	03/2019	01/2021
E*Trade Securities Llc	Purchase	NY	01/2021	08/2023
E*Trade Capital Management Llc	Purchase	NY	01/2021	08/2023
Morgan Stanley	Purchase	NY	03/2023	08/2023
Citizens Securities, Inc.	Yonkers	NY	09/2023	08/2024
Fidelity Investments	Scarsdale	NY	08/2024	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2004 → 03/2020

Covenant House

New York, NY
08/2009 → 01/2019

Morgan Stanley Smith Barney

Purchase, NY
03/2019 → 01/2021

E*Trade Securities Llc

Scarsdale, NY
03/2019 → 01/2021

E*Trade Capital Management Llc

Scarsdale, NY
01/2021 → 08/2023

E*Trade Securities Llc

Purchase, NY
01/2021 → 08/2023

E*Trade Capital Management Llc

Purchase, NY
03/2023 → 08/2023

Morgan Stanley

Purchase, NY
09/2023 → 08/2024

Citizens Securities, Inc.

Yonkers, NY
08/2024 → Present

Fidelity Investments

Scarsdale, NY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-09-16 → 2025-03-31

Fidelity Personal And Workplace Advisors

Scarsdale, NY
2023-09-26 → 2024-08-22

Citizens Securities, Inc.

Conshohocken, PA

Albany, NY

Greenwich, CT

Bronxville, NY

Rye, NY

Stamford, CT

White Plains, NY
2019-03-26 → 2023-08-21

Harrisdirect Llc

Scarsdale, NY

Arlington, VA

Purchase, NY
2011-01-07 → 2019-02-12

Morgan Stanley

Stamford, CT

Stamford, CT

Purchase, NY

Mount Kisco, NY

Greenwich, CT

Westport, CT

Other Businesses

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2009-12-14
S63	Uniform Securities Agent State Law Examination	2007-11-12

S65 Uniform Investment Adviser Law Examination

2009-12-14
S63 Uniform Securities Agent State Law Examination

2007-11-12

Other Names

John Osmar

View on SEC IAPD