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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2025-03-31
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • ME RA
    APPROVED
    Since 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

155 Congress St, Boston, MA 02110-2511 • United States

Boston, 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
Wellesley College - Office Of International Studies Wellesley MA 09/2019 05/2020
Wellesley College - Africana Studies Department Wellesley MA 01/2017 03/2020
Mccall & Almy Boston MA 07/2019 08/2019
Center For Cross Cultural Learning Rabat 06/2018 08/2018
Castanea Partners Newton MA 07/2017 04/2018
B.GOod Llc Wellesley MA 01/2017 05/2017
N/A Boston MA 01/2010 05/2020
Fidelity Investments Boston MA 07/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2019 → 05/2020
    Wellesley College - Office Of International Studies
    Wellesley, MA
  • 01/2017 → 03/2020
    Wellesley College - Africana Studies Department
    Wellesley, MA
  • 07/2019 → 08/2019
    Mccall & Almy
    Boston, MA
  • 06/2018 → 08/2018
    Center For Cross Cultural Learning
    Rabat
  • 07/2017 → 04/2018
    Castanea Partners
    Newton, MA
  • 01/2017 → 05/2017
    B.GOod Llc
    Wellesley, MA
  • 01/2010 → 05/2020
    N/A
    Boston, MA
  • 07/2020 → Present
    Fidelity Investments
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sunnyvale, CA
    Boston, MA
    Boston, MA
Other Businesses

OBA-128837|OrgNmn:ExhaleBeauty|Org Addr:Boston,Massachuse,US|OBA Nature:Natural hair and skin products|Invst Rel:N|Title:Sole Proprietor|Duties:make product by order|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|OBA-119654|OrgNmn:Dynasty Models & Talent Inc|Org Addr:Boston,Massachuse,US|OBA Nature:Model agency that hires talent|Invst Rel:N|Title:Model|Duties:work with clients who hire me for their projects|StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-06
  • S66 Uniform Combined State Law Examination
    2020-11-06

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