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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_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Mountain View, CA • United States

8 Montgomery St, San Francisco, CA 94104-4625 • United States

44 Montgomery St Ste 2350, San Francisco, CA 94104-4710 • 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
Earnix Ramat Gan 03/2015 11/2018
Human Interest San Francisco CA 12/2018 08/2019
Forusall, Inc. San Francisco CA 09/2019 12/2021
Fidelity Investments Palo Alto CA 12/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2015 → 11/2018
    Earnix
    Ramat Gan
  • 12/2018 → 08/2019
    Human Interest
    San Francisco, CA
  • 09/2019 → 12/2021
    Forusall, Inc.
    San Francisco, CA
  • 12/2021 → Present
    Fidelity Investments
    Palo Alto, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-04-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Palo Alto, CA
  • 2020-02-04 → 2022-01-03
    Oakland, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-02-28
S65 Uniform Investment Adviser Law Examination 2020-02-04
  • S63 Uniform Securities Agent State Law Examination
    2022-02-28
  • S65 Uniform Investment Adviser Law Examination
    2020-02-04
Designations

View on SEC IAPD

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