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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Walpole, MA • United States

405 Cochituate Road, Framingham, MA 01701-4648 • 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
H&R Block Norwood MA 01/2008 04/2020
Reachire Concord MA 09/2019 06/2020
Fidelity Brokerage Services Llc Framingham MA 07/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2008 → 04/2020
    H&R Block
    Norwood, MA
  • 09/2019 → 06/2020
    Reachire
    Concord, MA
  • 07/2020 → Present
    Fidelity Brokerage Services Llc
    Framingham, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-01-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Framingham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-30
  • S66 Uniform Combined State Law Examination
    2020-10-30
Other Names
  • Maura Harding Clow
  • Maura Clow

View on SEC IAPD

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