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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Escondido, CA • United States

One Destiny Way, Westlake, TX 76262-8103 • United States

16656 Bernardo Center Dr Suites A & B, San Diego, CA 92128-2589 • United States

16745 West Bernardo Drive Suite 110, San Diego, CA 92127-1908 • 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 San Diego CA 05/2020 07/2021
Zeiders Adelphi VA 11/2019 03/2020
Merrill Lynch San Diego CA 06/2016 05/2017
San Deigo State University San Diego CA 08/2015 05/2017
University Of Maryland Global Campus Adelphi MD 01/2018 09/2019
Unemployed Yokohama 05/2017 01/2018
Harlow Wealth Management, Llc Vancouver WA 10/2021 02/2022
Fidelity Investments Escondido CA 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2020 → 07/2021
    San Diego, CA
  • 11/2019 → 03/2020
    Zeiders
    Adelphi, VA
  • 06/2016 → 05/2017
    Merrill Lynch
    San Diego, CA
  • 08/2015 → 05/2017
    San Deigo State University
    San Diego, CA
  • 01/2018 → 09/2019
    University Of Maryland Global Campus
    Adelphi, MD
  • 05/2017 → 01/2018
    Unemployed
    Yokohama
  • 10/2021 → 02/2022
    Harlow Wealth Management, Llc
    Vancouver, WA
  • 03/2022 → Present
    Fidelity Investments
    Escondido, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-69438|OrgNmn:UC Berkeley Extension|Org Addr:Berkeley,California,US|OBA Nature:Adjunct Personal Finance Remot|Invst Rel:N|Title:Adjunct non tenure faculty remote|Duties:Pre set curriculim teaching personal finance remote 10 hours per week UC Berkeley extension|StrtDt:06-16-22|TotHrs/mon:30|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-02
  • S66 Uniform Combined State Law Examination
    2021-07-02
Other Names
  • Hillary V Clarke
  • Hillary Veronica Clarke
  • Hillary Grinnell

View on SEC IAPD

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