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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Boston, MA • United States

44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528 • 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
Morgan Stanley Shrewsbury NJ 02/2021 08/2022
Rhode Island Department Of Education Providence RI 12/2019 08/2020
Finns Harborside East Greenwich RI 06/2016 08/2019
Besos Kitchen And Cocktails East Greenwich RI 06/2020 09/2020
Allies Donuts East Greenwich RI 01/2013 01/2018
Sarto Providence RI 01/2020 05/2020
Providence College Providence RI 08/2016 06/2020
Morgan Stanley Shrewbury NJ 09/2020 02/2021
Morgan Stanley Private Bank, N.A New York NY 08/2021 08/2022
Fidelity Investments Burlington MA 09/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2021 → 08/2022
    Shrewsbury, NJ
  • 12/2019 → 08/2020
    Rhode Island Department Of Education
    Providence, RI
  • 06/2016 → 08/2019
    Finns Harborside
    East Greenwich, RI
  • 06/2020 → 09/2020
    Besos Kitchen And Cocktails
    East Greenwich, RI
  • 01/2013 → 01/2018
    Allies Donuts
    East Greenwich, RI
  • 01/2020 → 05/2020
    Sarto
    Providence, RI
  • 08/2016 → 06/2020
    Providence College
    Providence, RI
  • 09/2020 → 02/2021
    Shrewbury, NJ
  • 08/2021 → 08/2022
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 09/2022 → Present
    Fidelity Investments
    Burlington, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Burlington, MA
  • 2021-04-30 → 2022-09-29
    Shrewsbury, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-29
  • S66 Uniform Combined State Law Examination
    2021-04-29

View on SEC IAPD

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