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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

North Providence, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Babylon Yacht Club West Islip NY 04/2016 08/2019
Providence College Fitness Center Providence RI 08/2019 02/2020
Epiroc S.R.O Prague 02/2020 05/2020
Northwestern Mutual Life Insurance Melville NY 06/2020 05/2021
Cushman And Wakefield New York NY 06/2021 08/2021
Fidelity Investments Smithfield RI 09/2021 Present
Lessings Catering Great River NY 06/2017 08/2018
Babylon Carriage House Babylon NY 01/2017 08/2021
Providence College Providence RI 08/2017 05/2021
Fidelity Investments Boston MA 03/2025 Present
  • 04/2016 → 08/2019
    Babylon Yacht Club
    West Islip, NY
  • 08/2019 → 02/2020
    Providence College Fitness Center
    Providence, RI
  • 02/2020 → 05/2020
    Epiroc S.R.O
    Prague
  • 06/2020 → 05/2021
    Northwestern Mutual Life Insurance
    Melville, NY
  • 06/2021 → 08/2021
    Cushman And Wakefield
    New York, NY
  • 09/2021 → Present
    Fidelity Investments
    Smithfield, RI
  • 06/2017 → 08/2018
    Lessings Catering
    Great River, NY
  • 01/2017 → 08/2021
    Babylon Carriage House
    Babylon, NY
  • 08/2017 → 05/2021
    Providence College
    Providence, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    North Providence, RI
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-03
S63 Uniform Securities Agent State Law Examination 2022-04-08
  • S66 Uniform Combined State Law Examination
    2024-08-03
  • S63 Uniform Securities Agent State Law Examination
    2022-04-08

View on SEC IAPD

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