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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
WI RA APPROVED 2025-03-31
  • MN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WI RA
    APPROVED
    Since 2025-03-31

Branch Locations

Ellsworth, WI • United States

8342 3Rd Street N, Oakdale, MN 55128-5439 • 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
Nccm Company River Falls WI 06/2018 02/2020
Loft Woodbury MN 02/2020 08/2020
University Of Northwestern St. Paul St. Paul MN 08/2017 05/2018
University Of Northwestern St. Paul St. Paul MN 08/2017 05/2018
Nccm Company River Falls WI 05/2017 08/2017
University Of Northwestern St. Paul St. Paul MN 01/2017 05/2017
University Of Northwestern St. Paul St. Paul MN 08/2014 05/2018
Thrivent Investment Management Inc Glenwood City WI 04/2020 08/2021
Thrivent Financial Appleton WI 08/2020 10/2020
Thrivent Financial Appleton WI 10/2020 08/2021
Fidelity Investments Oakdale MN 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 02/2020
    Nccm Company
    River Falls, WI
  • 02/2020 → 08/2020
    Loft
    Woodbury, MN
  • 08/2017 → 05/2018
    University Of Northwestern St. Paul
    St. Paul, MN
  • 08/2017 → 05/2018
    University Of Northwestern St. Paul
    St. Paul, MN
  • 05/2017 → 08/2017
    Nccm Company
    River Falls, WI
  • 01/2017 → 05/2017
    University Of Northwestern St. Paul
    St. Paul, MN
  • 08/2014 → 05/2018
    University Of Northwestern St. Paul
    St. Paul, MN
  • 04/2020 → 08/2021
    Glenwood City, WI
  • 08/2020 → 10/2020
    Thrivent Financial
    Appleton, WI
  • 10/2020 → 08/2021
    Thrivent Financial
    Appleton, WI
  • 08/2021 → Present
    Fidelity Investments
    Oakdale, MN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Oakdale, MN
  • 2020-07-30 → 2021-08-13
    Golden Valley, MN
    Glenwood City, WI
    Hudson, WI
Other Businesses

OBA-116349|OrgNmn:NPE, LLC|Org Addr:Hudson,Wisconsin,US|OBA Nature:Minnesota State Fair Food Buil|Invst Rel:N|Title:Partner|Duties:I am now part of the family who owns the booth and will be doing this year over year. I do not know how to put in no end date above. |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-125188|OrgNmn:Parotti Family Rentals, LLC|Org Addr:Ellsworth,Wisconsin,US|OBA Nature:My husband and I own our townh|Invst Rel:Y|Title:Partner|Duties:We collect rent and maintain the home. I put the start date as the date we first rented it, but that was for a weekend, then our next renter w|StrtDt:07-04-25|TotHrs/mon:1|TrdHrs/mon:0|OBA-119513|OrgNmn:Piano Students|Org Addr:Ellworth,Wisconsin,US|OBA Nature:Teaching piano lessons.|Invst Rel:N|Title:Sole Proprietor|Duties:Teaching piano lessons|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|OBA-116551|OrgNmn:JS Rental|Org Addr:River Fall,Wisconsin,US|OBA Nature:Equipment Rental|Invst Rel:N|Title:Married to the Owner/Co-Owner|Duties:My husband is a co-owner of the company and I might help ocassionally if needed with basic marketing/decisions. There is no end-date.|StrtDt:|TotHrs/mon:0.5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-29
  • S66 Uniform Combined State Law Examination
    2020-07-29
Other Names
  • Alysha Grosz
  • Alysha Parotti

View on SEC IAPD

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