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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1120 6Th Ave Avenue Of The Americas, New York, NY 10036-6700 • United States

1120 6Th Ave Avenue Of The Americas, New York, NY 10036-6700 • United States

New York, NY • United States

New York, 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
Fidelity Brokerage Services Llc Greenwood Village CO 01/2015 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2015 → Present
    Fidelity Brokerage Services Llc
    Greenwood Village, CO
  • 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
    New York, NY
    New York, NY
    Naperville, IL
    Naperville, IL
  • 2015-09-11 → 2018-07-13
    Greenwood Village, CO
    Schaumburg, IL
Other Businesses

OBA-124964|OrgNmn:White Wolf Lodge LLC|Org Addr:Park City,Utah,US|OBA Nature:Short Term Rental Properties |Invst Rel:Y|Title:Member|Duties:N/A - managed by a property manager we hired|StrtDt:|TotHrs/mon:0.5|TrdHrs/mon:0|OBA-94090|OrgNmn:7410 W Archer Ave LLC|Org Addr:Summit,Illinois,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Trustee|Duties:Property Management|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|OBA-94089|OrgNmn:1908 W 48th St LLC|Org Addr:Chicago,Illinois,US|OBA Nature:Rental Property |Invst Rel:Y|Title:Trustee|Duties:Property manager|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-06
S63 Uniform Securities Agent State Law Examination 2015-03-17
  • S66 Uniform Combined State Law Examination
    2015-08-06
  • S63 Uniform Securities Agent State Law Examination
    2015-03-17
Other Names
  • Evan Windsor Hayes

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