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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • AZ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Phoenix, AZ • 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
Citizens Bank Swampscott MA 12/2014 04/2018
Citizens Securities Inc. Swampscott MA 12/2014 04/2018
The Vanguard Group, Inc. Scottsdale AZ 06/2018 11/2019
Classic Cooking Academy Scottsdale AZ 12/2018 08/2021
Tj Maxx Scottsdale AZ 12/2018 02/2019
State Street Global Advisors Funds Distributors, Llc Boston MA 10/2019 08/2021
State Street Global Advisors Trust Company Boston MA 10/2019 08/2021
Fidelity Investments Salt Lake City UT 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2014 → 04/2018
    Citizens Bank
    Swampscott, MA
  • 12/2014 → 04/2018
    Swampscott, MA
  • 06/2018 → 11/2019
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 12/2018 → 08/2021
    Classic Cooking Academy
    Scottsdale, AZ
  • 12/2018 → 02/2019
    Tj Maxx
    Scottsdale, AZ
  • 10/2019 → 08/2021
    State Street Global Advisors Funds Distributors, Llc
    Boston, MA
  • 10/2019 → 08/2021
    State Street Global Advisors Trust Company
    Boston, MA
  • 08/2021 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2019-10-01 → 2019-11-27
    Scottsdale, AZ
  • 2017-06-21 → 2018-04-02
    Swampscott, MA
    Charlestown, MA
    Boston, MA
    Canton, MA
Other Businesses

OBA-114970|OrgNmn:Lilly Pulitzer|Org Addr:Scottsdale,Arizona,US|OBA Nature:Retail clothing boutique|Invst Rel:N|Title:Part time sales associate|Duties:retail sales help|StrtDt:12-07-24|TotHrs/mon:60|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-20
S63 Uniform Securities Agent State Law Examination 2012-05-24
  • S65 Uniform Investment Adviser Law Examination
    2017-06-20
  • S63 Uniform Securities Agent State Law Examination
    2012-05-24
Other Names
  • Lauren Michelle Comer
  • Lauren Kantor
  • Lauren Comer Kantor
  • Lauren Comer Merrill
  • Lauren Merrill

View on SEC IAPD

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