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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

165 Broadway, New York City, NY 10006-1404 • United States

Queens, 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Brooklyn NY 11/2021 10/2024
Upsurge Inc. Brooklyn NY 02/2021 11/2021
Unemployed Brooklyn NY 03/2020 02/2021
Driverite Academy Brooklyn NY 01/2020 04/2020
Bay Ridge Honda Brooklyn NY 07/2019 09/2019
Unemployed Brooklyn NY 02/2018 07/2019
Net Cost Market Brooklyn NY 12/2017 01/2018
Unemployed Brooklyn NY 07/2016 11/2017
Nia Community Services Brooklyn NY 11/2015 10/2016
Hunter College New York NY 08/2016 05/2017
Baruch College Brooklyn NY 05/2017 12/2020
New York Life And Securities Brooklyn NY 08/2020 12/2020
Bank Of America, N.A. Brooklyn NY 12/2021 10/2024
Fidelity Investments New York City NY 10/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2021 → 10/2024
    Brooklyn, NY
  • 02/2021 → 11/2021
    Upsurge Inc.
    Brooklyn, NY
  • 03/2020 → 02/2021
    Unemployed
    Brooklyn, NY
  • 01/2020 → 04/2020
    Driverite Academy
    Brooklyn, NY
  • 07/2019 → 09/2019
    Bay Ridge Honda
    Brooklyn, NY
  • 02/2018 → 07/2019
    Unemployed
    Brooklyn, NY
  • 12/2017 → 01/2018
    Net Cost Market
    Brooklyn, NY
  • 07/2016 → 11/2017
    Unemployed
    Brooklyn, NY
  • 11/2015 → 10/2016
    Nia Community Services
    Brooklyn, NY
  • 08/2016 → 05/2017
    Hunter College
    New York, NY
  • 05/2017 → 12/2020
    Baruch College
    Brooklyn, NY
  • 08/2020 → 12/2020
    New York Life And Securities
    Brooklyn, NY
  • 12/2021 → 10/2024
    Bank Of America, N.A.
    Brooklyn, NY
  • 10/2024 → Present
    Fidelity Investments
    New York City, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York City, NY
  • 2022-02-02 → 2024-10-21
    Brooklyn, NY
    New York, NY
    Brooklyn, NY
    Brooklyn, NY
    Brooklyn, NY
    Brooklyn, NY
    Brooklyn, NY
    Brooklyn, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-31
  • S66 Uniform Combined State Law Examination
    2022-01-31

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