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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31

Branch Locations

48 West Putnam Avenue Pickwick Commons, Greenwich, CT 06830-5399 • United States

Bronxville, NY • 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
Morgan Stanley Purchase NY 03/2011 04/2024
Fidelity Investments Greenwich CT 04/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2011 → 04/2024
    Purchase, NY
  • 04/2024 → Present
    Fidelity Investments
    Greenwich, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwich, CT
  • 2013-12-12 → 2024-05-03
    Purchase, NY
    New York, NY
    Purchase, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-10
  • S66 Uniform Combined State Law Examination
    2013-12-10
Designations
Other Names
  • Christopher J Gonzalez

View on SEC IAPD

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