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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31

Branch Locations

Charlotte, NC • 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
Raymond James And Associates/ Ab Palm Beach FL 05/2020 09/2021
Peter Coppola Boca Raton FL 10/2015 04/2020
Dr. Gil Lichtshein Psychiatry Office Boca Raton FL 01/2017 02/2018
Florida Atlantic University Boca Raton FL 01/2016 05/2020
Fidelity Investments Charlotte NC 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2020 → 09/2021
    Raymond James And Associates/ Ab
    Palm Beach, FL
  • 10/2015 → 04/2020
    Peter Coppola
    Boca Raton, FL
  • 01/2017 → 02/2018
    Dr. Gil Lichtshein Psychiatry Office
    Boca Raton, FL
  • 01/2016 → 05/2020
    Florida Atlantic University
    Boca Raton, FL
  • 09/2021 → Present
    Fidelity Investments
    Charlotte, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-14
  • S66 Uniform Combined State Law Examination
    2020-11-14

View on SEC IAPD

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