James Fairfield-Sonn

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-06-09
TX	RA	APPROVED	2025-03-31

NY RA
APPROVED

Since 2025-06-09
TX RA
APPROVED

Since 2025-03-31

Branch Locations

320 Park Avenue, New York, NY 10022-6815 • United States

New York, NY • United States

1356 Third Avenue, New York, NY 10075-0461 • 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

Organization	City	State	From	To
Fidelity Investments	Merrimack	NH	10/2020	Present
Highgate	Boston	MA	07/2018	10/2020
Marriott International	Medford	MA	10/2017	07/2018
Marriott International	Medford	MA	02/2017	10/2017
Marriott International	Medford	MA	07/2016	02/2017
Fidelity Investments	Boston	MA	03/2025	Present

10/2020 → Present

Fidelity Investments

Merrimack, NH
07/2018 → 10/2020

Highgate

Boston, MA
10/2017 → 07/2018

Marriott International

Medford, MA
02/2017 → 10/2017

Marriott International

Medford, MA
07/2016 → 02/2017

Marriott International

Medford, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-04-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Merrimack, NH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-03-05

S66 Uniform Combined State Law Examination

2021-03-05

Designations

Other Names

Jimmy Fairfield-Sonn
James Fairfield-Sonn
James Willed Fairfield-Sonn
James Willed Fairfield-Sonn

View on SEC IAPD

Other Firms

ISLET MANAGEMENT, LP

P2 CAPITAL PARTNERS, LLC

KINYAN CAPITAL MANAGEMENT LLC

BRIGHTSPIRE CAPITAL ADVISORS, LLC

ACORN ADVISORY CAPITAL, L.P.

COMPASS GROUP LLC

CRESTVIEW PARTNERS

LEEDS EQUITY PARTNERS

Other Investors

STEVEN MARC MUEHLGAY

STEPHANIE LYNN FAGENSON

Logan Stephen Michals

JONATHAN HARRY SIEGEL

HAL WILLIAM BROWN

RICCARDO MARIA RAINIERI

Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY

P2 CAPITAL PARTNERS, LLC · NEW YORK, NY

KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY

ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY

COMPASS GROUP LLC · NEW YORK, NY

CRESTVIEW PARTNERS · NEW YORK, NY

LEEDS EQUITY PARTNERS · NEW YORK, NY

More in New York, NY

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