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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Boston, MA • United States

109 University Ave Ste 107, Westwood, MA 02090-2306 • 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 Investments Merrimack NH 07/2011 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2011 → Present
    Fidelity Investments
    Merrimack, NH
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2016-11-01 → 2018-07-13
    Westwood, MA
Other Businesses

OBA-2566|OrgNmn:The Ben Joslyn Foundation|Org Addr:Pittsfield,Massachuse,US|OBA Nature:Non profit started for a frien|Invst Rel:N|Title:Founder and leader|Duties:I organize and put together fundraisers and help in use of money|StrtDt:06-01-09|TotHrs/mon:0.4|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-31
S63 Uniform Securities Agent State Law Examination 2011-10-12
  • S65 Uniform Investment Adviser Law Examination
    2016-10-31
  • S63 Uniform Securities Agent State Law Examination
    2011-10-12
Other Names
  • Nick Bianchi

View on SEC IAPD

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