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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Virginia Beach, VA • United States

4500 Main St Suite 100, Virginia Beach, VA 23462-3358 • 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
Fidelity Investments Virginia Beach VA 06/2022 Present
Egidio Assante Lennon Wealth Management Llc Cheshire CT 10/2020 05/2022
University Of New Haven West Haven CT 08/2021 05/2022
Harbor Group Management Norfolk VA 06/2021 08/2021
Risk Strategies New York NY 06/2020 08/2020
Morton & Associates New York NY 01/2018 04/2022
Burlington Coat Factory Orange CT 10/2019 03/2020
University Of New Haven West Haven CT 10/2019 03/2020
Sterling Financial Group Norfolk VA 10/2020 12/2020
Karla'S Beach House Norfolk VA 06/2019 08/2019
Sandfiddler Cafe Norfolk VA 06/2019 08/2019
Tivoli Resturant New Milford CT 05/2016 08/2018
Dover High School Dover Plains NY 09/2014 06/2018
University Of New Haven West Haven CT 08/2018 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → Present
    Fidelity Investments
    Virginia Beach, VA
  • 10/2020 → 05/2022
    Egidio Assante Lennon Wealth Management Llc
    Cheshire, CT
  • 08/2021 → 05/2022
    University Of New Haven
    West Haven, CT
  • 06/2021 → 08/2021
    Harbor Group Management
    Norfolk, VA
  • 06/2020 → 08/2020
    Risk Strategies
    New York, NY
  • 01/2018 → 04/2022
    Morton & Associates
    New York, NY
  • 10/2019 → 03/2020
    Burlington Coat Factory
    Orange, CT
  • 10/2019 → 03/2020
    University Of New Haven
    West Haven, CT
  • 10/2020 → 12/2020
    Sterling Financial Group
    Norfolk, VA
  • 06/2019 → 08/2019
    Karla'S Beach House
    Norfolk, VA
  • 06/2019 → 08/2019
    Sandfiddler Cafe
    Norfolk, VA
  • 05/2016 → 08/2018
    Tivoli Resturant
    New Milford, CT
  • 09/2014 → 06/2018
    Dover High School
    Dover Plains, NY
  • 08/2018 → 05/2022
    University Of New Haven
    West Haven, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Virginia Beach, VA
Other Businesses

OBA-130494|OrgNmn:Rover |Org Addr:Virginia B,Virginia,US|OBA Nature:Dog sitting|Invst Rel:N|Title:Pet caretaker |Duties:Pet caretaking |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-22
  • S66 Uniform Combined State Law Examination
    2022-11-22

View on SEC IAPD

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