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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Fair Haven, NJ • United States

530 Route 35, Shrewsbury, NJ 07702-4139 • 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
Blackrock Investments, Llc New York NY 06/2011 10/2023
Fidelity Investments Shrewsbury NJ 10/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2011 → 10/2023
    Blackrock Investments, Llc
    New York, NY
  • 10/2023 → Present
    Fidelity Investments
    Shrewsbury, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-11-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Shrewsbury, NJ
  • 2013-05-03 → 2023-09-25
    Princeton, NJ
    Chicago, IL
    New York, NY
    Chicago, IL
    New York, NY
    Chicago, IL
    New York, NY
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-18
  • S66 Uniform Combined State Law Examination
    2011-10-18
Designations
Other Names
  • Amanda Elizabeth Goss

View on SEC IAPD

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