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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Chicago, IL • 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
Triad Advisors Norcross GA 06/2020 03/2023
Benihana Lombard IL 06/2014 09/2016
Alera Investment Advisors Deerfield IL 06/2020 03/2023
Augustana College Rock Island IL 09/2016 05/2020
Unemployed Chicago IL 12/2023 05/2024
Fidelity Investments Westlake TX 05/2024 Present
Wells Fargo Clearing Services, Llc Schaumburg IL 03/2023 12/2023
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → 03/2023
    Triad Advisors
    Norcross, GA
  • 06/2014 → 09/2016
    Benihana
    Lombard, IL
  • 06/2020 → 03/2023
    Alera Investment Advisors
    Deerfield, IL
  • 09/2016 → 05/2020
    Augustana College
    Rock Island, IL
  • 12/2023 → 05/2024
    Unemployed
    Chicago, IL
  • 05/2024 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2023 → 12/2023
    Schaumburg, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-22
  • S66 Uniform Combined State Law Examination
    2022-07-22

View on SEC IAPD

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