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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-07-10
TX RA APPROVED 2025-07-01
  • NC RA
    APPROVED
    Since 2026-07-10
  • TX RA
    APPROVED
    Since 2025-07-01

Branch Locations

343 S Teller St, Lakewood, CO 80226-7387 • United States

Linwood, NC • 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
Ubs New York NY 06/2015 05/2017
Fireblocks New York NY 07/2022 08/2023
Unemployed Erie CO 09/2023 04/2024
Tiaa Boulder CO 06/2017 11/2020
Robinhood Financial Denver CO 12/2020 04/2022
Fidelity Investments Denver CO 04/2024 Present
Ubs Financial Services Inc. New York NY 06/2015 05/2017
Tiaa-Cref Individual & Institutional Services, Llc Boulder CO 06/2017 11/2020
Robinhood Financial, Llc Denver CO 04/2022 06/2022
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 05/2017
    Ubs
    New York, NY
  • 07/2022 → 08/2023
    Fireblocks
    New York, NY
  • 09/2023 → 04/2024
    Unemployed
    Erie, CO
  • 06/2017 → 11/2020
    Tiaa
    Boulder, CO
  • 12/2020 → 04/2022
    Robinhood Financial
    Denver, CO
  • 04/2024 → Present
    Fidelity Investments
    Denver, CO
  • 06/2015 → 05/2017
    New York, NY
  • 06/2017 → 11/2020
    Boulder, CO
  • 04/2022 → 06/2022
    Robinhood Financial, Llc
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-24
  • S66 Uniform Combined State Law Examination
    2024-06-24
Other Names
  • Berott Ames Mathews
  • Berott Ames Mathnov

View on SEC IAPD

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