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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Castle Rock, CO • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Paramus NJ 03/2016 03/2019
Mckeanz Llc Delray Beach FL 03/2019 09/2019
City Of Boca Raton Boca Raton FL 10/2019 05/2022
Ubs Financial Services Inc Boca Raton FL 05/2022 06/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boca Raton FL 07/2022 01/2023
Palm Beach State College Lake Worth FL 10/2019 05/2020
Fidelity Investments Miami FL 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-07
  • S66 Uniform Combined State Law Examination
    2022-10-07

View on SEC IAPD

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