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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

7740 France Ave South, Edina, MN 55435-5847 • United States

Minneapolis, MN • 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
Ameriprise Financial Minneapolis MN 06/2017 05/2019
University Of Wisconsin- La Crosse La Crosse WI 04/2017 05/2017
Charmant Hotel La Crosse WI 09/2016 04/2017
Fidelity Investments Edina MN 06/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 05/2019
    Ameriprise Financial
    Minneapolis, MN
  • 04/2017 → 05/2017
    University Of Wisconsin- La Crosse
    La Crosse, WI
  • 09/2016 → 04/2017
    Charmant Hotel
    La Crosse, WI
  • 06/2019 → Present
    Fidelity Investments
    Edina, MN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-11
  • S66 Uniform Combined State Law Examination
    2018-12-11

View on SEC IAPD

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