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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MD RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

7501 Wisconsin Ave Suites 150W & 700W, Bethesda, MD 20814-6519 • United States

New Market, MD • 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 North Bethesda MD 03/2020 09/2021
Capital One Financial Washington DC 04/2014 03/2020
University Of Phoenix Bethesda MD 04/2016 04/2019
University Of Maryland College Park MD 01/2020 Present
Bank Of America, N.A. North Bethesda MD 05/2020 09/2021
Fidelity Investments Bethesda MD 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2020 → 09/2021
    North Bethesda, MD
  • 04/2014 → 03/2020
    Capital One Financial
    Washington, DC
  • 04/2016 → 04/2019
    University Of Phoenix
    Bethesda, MD
  • 01/2020 → Present
    University Of Maryland
    College Park, MD
  • 05/2020 → 09/2021
    Bank Of America, N.A.
    North Bethesda, MD
  • 09/2021 → Present
    Fidelity Investments
    Bethesda, MD
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bethesda, MD
  • 2021-01-07 → 2021-09-13
    North Bethesda, MD
    New York, NY
    Bethesda, MD
    Columbia, MD
    Hyattsville, MD
    Hyattsville, MD
    Bethesda, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-01-05
  • S66 Uniform Combined State Law Examination
    2021-01-05

View on SEC IAPD

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