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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-06-16
TX RA APPROVED 2025-03-31
  • RI RA
    APPROVED
    Since 2025-06-16
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

10 Memorial Boulevard, Providence, RI 02903-1160 • United States

Newport, RI • 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
41 North Newport RI 05/2017 08/2017
Higher Achievement Washington DC 09/2016 05/2017
The University Of Miami Coral Gables FL 09/2018 05/2020
Fidelity Investments Smithfield RI 05/2019 08/2019
Fidelity Investments Santa Barbara CA 10/2020 Present
The University Of Miami Coral Gables FL 08/2017 05/2020
American University Washington DC 08/2016 05/2017
Fidelity Investments Smithfield RI 05/2019 08/2019
Universidad Pontificia Comillas School Of Economics & Business Madrid 08/2019 12/2019
Unemployed Newport RI 06/2020 09/2020
Fidelity Investments Boston MA 03/2025 Present
  • 05/2017 → 08/2017
    41 North
    Newport, RI
  • 09/2016 → 05/2017
    Higher Achievement
    Washington, DC
  • 09/2018 → 05/2020
    The University Of Miami
    Coral Gables, FL
  • 05/2019 → 08/2019
    Fidelity Investments
    Smithfield, RI
  • 10/2020 → Present
    Fidelity Investments
    Santa Barbara, CA
  • 08/2017 → 05/2020
    The University Of Miami
    Coral Gables, FL
  • 08/2016 → 05/2017
    American University
    Washington, DC
  • 05/2019 → 08/2019
    Fidelity Investments
    Smithfield, RI
  • 08/2019 → 12/2019
    Universidad Pontificia Comillas School Of Economics & Business
    Madrid
  • 06/2020 → 09/2020
    Unemployed
    Newport, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Santa Barbara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-14
S63 Uniform Securities Agent State Law Examination 2021-05-27
  • S65 Uniform Investment Adviser Law Examination
    2022-03-14
  • S63 Uniform Securities Agent State Law Examination
    2021-05-27

View on SEC IAPD

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