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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

59 Wolf Rd, Albany, NY 12205-2612 • United States

Waterford, NY • 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
Thoroughbred Advisors Latham NY 08/2020 02/2022
Union College Schenectady NY 08/2019 07/2020
Ups Latham NY 06/2020 06/2020
Curated Waterford NY 07/2020 10/2020
Procrease East Berlin CT 04/2019 08/2019
Tpc Boston Norton MA 05/2019 09/2019
Johnson And Wales University Providence RI 08/2016 03/2019
Equity Services Inc Montpelier VT 12/2020 02/2022
Fidelity Investments Albany NY 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2020 → 02/2022
    Thoroughbred Advisors
    Latham, NY
  • 08/2019 → 07/2020
    Union College
    Schenectady, NY
  • 06/2020 → 06/2020
    Ups
    Latham, NY
  • 07/2020 → 10/2020
    Curated
    Waterford, NY
  • 04/2019 → 08/2019
    Procrease
    East Berlin, CT
  • 05/2019 → 09/2019
    Tpc Boston
    Norton, MA
  • 08/2016 → 03/2019
    Johnson And Wales University
    Providence, RI
  • 12/2020 → 02/2022
    Montpelier, VT
  • 02/2022 → Present
    Fidelity Investments
    Albany, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Albany, NY
  • 2021-10-22 → 2022-02-18
    White Plains, NY
    Queensbury, NY
Other Businesses

OBA-119419|OrgNmn:Wolfe Hockey Development, LLC|Org Addr:Laurel,Maryland,US|OBA Nature:Ice Hockey Goaltending Develop|Invst Rel:N|Title:Independent Contractor|Duties:I will be reviewing game film of goaltenders and breaking down opprotunities for development|StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-22
  • S66 Uniform Combined State Law Examination
    2021-10-22
Other Names
  • James Lacour

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