Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-02-13
TX RA APPROVED_RES 2026-01-15
NY RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2026-02-13
  • TX RA
    APPROVED_RES
    Since 2026-01-15
  • NY RA
    APPROVED
    Since 2025-03-31

Branch Locations

Wyckoff, NJ • 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 Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Mount Kisco NY 05/2013 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2013 → Present
    Fidelity Brokerage Services Llc
    Mount Kisco, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-10-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Scarsdale, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-04
S63 Uniform Securities Agent State Law Examination 2012-06-01
  • S65 Uniform Investment Adviser Law Examination
    2025-12-04
  • S63 Uniform Securities Agent State Law Examination
    2012-06-01

View on SEC IAPD

More in Wyckoff, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor