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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-02-11
TX RA APPROVED 2026-02-11
  • CO RA
    APPROVED
    Since 2026-02-11
  • TX RA
    APPROVED
    Since 2026-02-11

Branch Locations

Aurora, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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
United States Marine Corps Quantico VA 01/2013 01/2017
Music And Arts Fairfield CT 04/2017 09/2017
University Of Hartford Hartford CT 08/2017 05/2018
Sacred Heart University Fairfield CT 08/2018 05/2019
Greenwich Investment Management Stamford CT 05/2019 08/2019
Sacred Heart University Fairfield CT 08/2019 05/2020
Fidelity Investments Greenwood Village CO 07/2020 Present
  • 01/2013 → 01/2017
    United States Marine Corps
    Quantico, VA
  • 04/2017 → 09/2017
    Music And Arts
    Fairfield, CT
  • 08/2017 → 05/2018
    University Of Hartford
    Hartford, CT
  • 08/2018 → 05/2019
    Sacred Heart University
    Fairfield, CT
  • 05/2019 → 08/2019
    Greenwich Investment Management
    Stamford, CT
  • 08/2019 → 05/2020
    Sacred Heart University
    Fairfield, CT
  • 07/2020 → Present
    Fidelity Investments
    Greenwood Village, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-25
S63 Uniform Securities Agent State Law Examination 2020-11-13
  • S66 Uniform Combined State Law Examination
    2024-09-25
  • S63 Uniform Securities Agent State Law Examination
    2020-11-13

View on SEC IAPD

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