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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

57 State Route 23 West Belt Plaza, Wayne, NJ 07470-6936 • United States

Bernards, NJ • 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
Assumption College Worcester MA 08/2016 05/2017
Gnc Flemington NJ 05/2017 08/2017
Assumption College Worcester MA 08/2017 05/2018
Panera Bread Basking Ridge MA 05/2018 08/2018
Assumption College Worcester MA 08/2018 05/2019
Meadowbrook Country Day Camp Long Valley NJ 05/2019 08/2019
Assumption College Worcester MA 08/2019 05/2020
Amazon Edison NJ 07/2020 08/2020
Bedens Brook Country Club Skillman NJ 09/2020 12/2020
Voya Financial Advisors Raritan NJ 05/2020 12/2020
Fidelity Investments Merrimack NH 01/2021 12/2021
Bedens Brook Country Club Skillman NJ 01/2022 08/2022
Gwn Securities, Inc Palm Beach Gardens FL 09/2022 12/2022
Fidelity Investments Wayne NJ 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 05/2017
    Assumption College
    Worcester, MA
  • 05/2017 → 08/2017
    Gnc
    Flemington, NJ
  • 08/2017 → 05/2018
    Assumption College
    Worcester, MA
  • 05/2018 → 08/2018
    Panera Bread
    Basking Ridge, MA
  • 08/2018 → 05/2019
    Assumption College
    Worcester, MA
  • 05/2019 → 08/2019
    Meadowbrook Country Day Camp
    Long Valley, NJ
  • 08/2019 → 05/2020
    Assumption College
    Worcester, MA
  • 07/2020 → 08/2020
    Amazon
    Edison, NJ
  • 09/2020 → 12/2020
    Bedens Brook Country Club
    Skillman, NJ
  • 05/2020 → 12/2020
    Voya Financial Advisors
    Raritan, NJ
  • 01/2021 → 12/2021
    Fidelity Investments
    Merrimack, NH
  • 01/2022 → 08/2022
    Bedens Brook Country Club
    Skillman, NJ
  • 09/2022 → 12/2022
    Gwn Securities, Inc
    Palm Beach Gardens, FL
  • 01/2023 → Present
    Fidelity Investments
    Wayne, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Wayne, NJ
    Raritan, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-13
S63 Uniform Securities Agent State Law Examination 2021-05-14
  • S66 Uniform Combined State Law Examination
    2023-10-13
  • S63 Uniform Securities Agent State Law Examination
    2021-05-14
Other Names
  • Robert Joseph Campbell

View on SEC IAPD

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