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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-05-22
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-05-22
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

10 Memorial Boulevard, Providence, RI 02903-1160 • United States

Franklin, MA • 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 Lincoln RI 06/2020 07/2021
Notre Dame High School West Haven CT 08/2016 05/2017
Ocean State Job Lot Clinton CT 05/2017 08/2017
Fairfield University Fairfield CT 08/2017 05/2018
Crp Industries, Inc Cranbury Township NJ 05/2018 08/2018
Fairfield University Fairfield CT 08/2018 05/2019
Perkinelmer, Inc. Shelton CT 05/2019 05/2020
Fidelity Investments Providence RI 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → 07/2021
    Lincoln, RI
  • 08/2016 → 05/2017
    Notre Dame High School
    West Haven, CT
  • 05/2017 → 08/2017
    Ocean State Job Lot
    Clinton, CT
  • 08/2017 → 05/2018
    Fairfield University
    Fairfield, CT
  • 05/2018 → 08/2018
    Crp Industries, Inc
    Cranbury Township, NJ
  • 08/2018 → 05/2019
    Fairfield University
    Fairfield, CT
  • 05/2019 → 05/2020
    Perkinelmer, Inc.
    Shelton, CT
  • 07/2021 → Present
    Fidelity Investments
    Providence, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-125923|OrgNmn:27 Cricklewood LLC|Org Addr:Milford,Connecticu,US|OBA Nature:Real Estate Holding Company re|Invst Rel:Y|Title:Owner|Duties:Operations and financial management of LLC, management of property and business relationship with tenants.|StrtDt:12-06-25|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-23
  • S66 Uniform Combined State Law Examination
    2021-03-23
Other Names
  • Christopher David Lamberti

View on SEC IAPD

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