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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Boston, MA • United States

405 Cochituate Road, Framingham, MA 01701-4648 • 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 Merrimack, Nh NH 10/2020 Present
The Haven Country Club Boylston MA 06/2013 12/2019
Avidia Bank Hudson MA 05/2017 08/2017
University Of Massachusetts Lowell Lowell MA 09/2015 05/2020
Unemployed Leominster MA 12/2019 10/2020
Fidelity Investments Boston MA 03/2025 Present
  • 10/2020 → Present
    Fidelity Investments
    Merrimack, Nh, NH
  • 06/2013 → 12/2019
    The Haven Country Club
    Boylston, MA
  • 05/2017 → 08/2017
    Avidia Bank
    Hudson, MA
  • 09/2015 → 05/2020
    University Of Massachusetts Lowell
    Lowell, MA
  • 12/2019 → 10/2020
    Unemployed
    Leominster, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-06-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-01
S63 Uniform Securities Agent State Law Examination 2021-03-05
  • S66 Uniform Combined State Law Examination
    2021-06-01
  • S63 Uniform Securities Agent State Law Examination
    2021-03-05
Designations
Other Names
  • Anthony Richard Decarolis
  • Anthony Decarolis

View on SEC IAPD

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