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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-10-06
PA RA APPROVED 2025-10-06
TX RA APPROVED 2025-10-06
  • DE RA
    APPROVED
    Since 2025-10-06
  • PA RA
    APPROVED
    Since 2025-10-06
  • TX RA
    APPROVED
    Since 2025-10-06

Branch Locations

Kennett Square, PA • United States

4001 Kennett Pike Ste 120, Greenville, DE 19807-2000 • 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 Philadelphia PA 03/2020 09/2025
Penn State University University Park PA 08/2015 12/2019
Mad Mex Happy Valley State College PA 08/2018 02/2020
The Heights At State College State College PA 08/2018 08/2018
Everingham & Kerr Inc. Mt. Laurel NJ 05/2018 08/2018
Kennett Ymca Kennett Square PA 06/2017 08/2017
United Parcel Service Middletown PA 08/2016 02/2017
Tycos General Contracting Wilmington DE 06/2019 11/2019
Bank Of America Philadelphia PA 06/2020 09/2025
Fidelity Investments Greenville DE 09/2025 Present
  • 03/2020 → 09/2025
    Philadelphia, PA
  • 08/2015 → 12/2019
    Penn State University
    University Park, PA
  • 08/2018 → 02/2020
    Mad Mex Happy Valley
    State College, PA
  • 08/2018 → 08/2018
    The Heights At State College
    State College, PA
  • 05/2018 → 08/2018
    Everingham & Kerr Inc.
    Mt. Laurel, NJ
  • 06/2017 → 08/2017
    Kennett Ymca
    Kennett Square, PA
  • 08/2016 → 02/2017
    United Parcel Service
    Middletown, PA
  • 06/2019 → 11/2019
    Tycos General Contracting
    Wilmington, DE
  • 06/2020 → 09/2025
    Bank Of America
    Philadelphia, PA
  • 09/2025 → Present
    Fidelity Investments
    Greenville, DE
Previous Registrations
  • 2021-01-07 → 2025-09-12
    Bryn Mawr, PA
    Iselin, NJ
    Broomall, PA
    Philadelphia, PA
    New York, NY
    Wayne, PA
    Folsom, PA
    Wayne, PA
    Wayne, PA
    Wayne, PA
    Wayne, PA
    King Of Prussia, PA
    Folsom, PA
    Wayne, PA
    Folsom, PA
    Broomall, PA
    Wayne, PA
    Bear, DE
    Bryn Mawr, PA
    Wayne, PA
    Philadelphia, PA
    King Of Prussia, PA
    Philadelphia, PA
    Philadelphia, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-04
  • S66 Uniform Combined State Law Examination
    2021-01-04
Other Names
  • Tyler Herron
  • Tyler Michael Herron

View on SEC IAPD

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