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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Philadelphia, PA • United States

1735 Market St Mellon Bank Center, Philadelphia, PA 19103-2998 • United States

Disclosures

2 disclosure categories 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 Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Philadelphia PA 05/2016 12/2016
Stillwell Financial Advisors Philadelphia PA 05/2016 12/2016
Nylife Securities Llc Bala Cynwyd PA 05/2017 11/2019
New York Life Insurance Compnay Bala Cynwyd PA 03/2017 11/2019
Unemployed Philadelphia PA 01/2017 03/2017
Howard University Washington DC 08/2013 12/2016
Unemployed Philadelphia PA 12/2019 02/2020
Piedmont Airlines Philadelphia PA 02/2020 04/2021
Unemployed Philadelphia PA 04/2021 05/2021
Fidelity Investments Philadelphia PA 05/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2016 → 12/2016
    Ameriprise Financial Services, Inc.
    Philadelphia, PA
  • 05/2016 → 12/2016
    Stillwell Financial Advisors
    Philadelphia, PA
  • 05/2017 → 11/2019
    Nylife Securities Llc
    Bala Cynwyd, PA
  • 03/2017 → 11/2019
    New York Life Insurance Compnay
    Bala Cynwyd, PA
  • 01/2017 → 03/2017
    Unemployed
    Philadelphia, PA
  • 08/2013 → 12/2016
    Howard University
    Washington, DC
  • 12/2019 → 02/2020
    Unemployed
    Philadelphia, PA
  • 02/2020 → 04/2021
    Piedmont Airlines
    Philadelphia, PA
  • 04/2021 → 05/2021
    Unemployed
    Philadelphia, PA
  • 05/2021 → Present
    Fidelity Investments
    Philadelphia, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-10-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Philadelphia, PA
  • 2016-10-20 → 2017-01-04
    Red Bank, NJ
    Philadelphia, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-24
  • S66 Uniform Combined State Law Examination
    2021-09-24
Other Names
  • Resaish Raul Rashod Elliott
  • Resaish R Elliott

View on SEC IAPD

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