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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Greenlawn, NY • United States

142 New Moriches Road, Lake Grove, NY 11755-1300 • United States

150 Motor Parkway, Hauppauge, NY 11788 • 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
Doordash San Francisco CA 09/2021 02/2023
Curtiss-Wright Flow Control Farmingdale NY 07/2021 08/2021
Scopa 6 Llc Commack NY 06/2021 07/2021
Doordash Inc. San Francisco CA 05/2021 06/2021
University Of Maryland College Park MD 01/2021 05/2021
Doordash Inc. San Francisco CA 08/2020 01/2021
Northwestern Mutual Melville NY 05/2020 08/2020
Doordash Inc. San Francisco CA 04/2020 08/2020
University Of Maryland College Park MD 08/2019 03/2020
Unique Valet Inc. Valley Stream MD 06/2019 08/2019
University Maryland College Park MD 01/2019 06/2019
Unique Valet Inc. Valley Stream MD 01/2019 01/2019
University Of Maryland College Park MD 08/2018 01/2019
Unique Valet Inc. Valley Stream MD 06/2018 08/2018
School Greenlawn NY 02/2013 06/2018
Fidelity Investments Lake Grove NY 03/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2021 → 02/2023
    Doordash
    San Francisco, CA
  • 07/2021 → 08/2021
    Curtiss-Wright Flow Control
    Farmingdale, NY
  • 06/2021 → 07/2021
    Scopa 6 Llc
    Commack, NY
  • 05/2021 → 06/2021
    Doordash Inc.
    San Francisco, CA
  • 01/2021 → 05/2021
    University Of Maryland
    College Park, MD
  • 08/2020 → 01/2021
    Doordash Inc.
    San Francisco, CA
  • 05/2020 → 08/2020
    Northwestern Mutual
    Melville, NY
  • 04/2020 → 08/2020
    Doordash Inc.
    San Francisco, CA
  • 08/2019 → 03/2020
    University Of Maryland
    College Park, MD
  • 06/2019 → 08/2019
    Unique Valet Inc.
    Valley Stream, MD
  • 01/2019 → 06/2019
    University Maryland
    College Park, MD
  • 01/2019 → 01/2019
    Unique Valet Inc.
    Valley Stream, MD
  • 08/2018 → 01/2019
    University Of Maryland
    College Park, MD
  • 06/2018 → 08/2018
    Unique Valet Inc.
    Valley Stream, MD
  • 02/2013 → 06/2018
    School
    Greenlawn, NY
  • 03/2023 → Present
    Fidelity Investments
    Lake Grove, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-12-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lake Grove, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-16
  • S66 Uniform Combined State Law Examination
    2023-11-16
Other Names
  • Nick Lenio

View on SEC IAPD

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