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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
DC RA APPROVED 2025-03-31
MD RA APPROVED 2025-03-31
VA RA APPROVED 2025-03-31
  • DC RA
    APPROVED
    Since 2025-03-31
  • MD RA
    APPROVED
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

7501 Wisconsin Ave Suites 150W & 700W, Bethesda, MD 20814-6519 • United States

Washington, DC • 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
First Financial Group Chevy Chase MD 06/2021 04/2022
Addison Group Chicago IL 04/2021 05/2021
Office Of The Comptroller Of The Currency Washington DC 07/2020 12/2020
Tpjc Llc Atlanta GA 07/2013 02/2019
The Plp Group, Llc Atlanta GA 02/2019 08/2022
Guardian Life Insurance Company Chevy Chase MD 09/2021 04/2022
Park Avenue Securities Llc Chevy Chase MD 02/2022 04/2022
Massmutual Life Insurance Co Bethesda MD 04/2022 08/2022
Mml Investors Services, Llc Bethesda MD 04/2022 08/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Washington DC 08/2022 05/2024
Us Department Of Homeland Security Washington DC 06/2017 08/2017
Fidelity Investments Bethesda MD 07/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → 04/2022
    First Financial Group
    Chevy Chase, MD
  • 04/2021 → 05/2021
    Addison Group
    Chicago, IL
  • 07/2020 → 12/2020
    Office Of The Comptroller Of The Currency
    Washington, DC
  • 07/2013 → 02/2019
    Tpjc Llc
    Atlanta, GA
  • 02/2019 → 08/2022
    The Plp Group, Llc
    Atlanta, GA
  • 09/2021 → 04/2022
    Guardian Life Insurance Company
    Chevy Chase, MD
  • 02/2022 → 04/2022
    Park Avenue Securities Llc
    Chevy Chase, MD
  • 04/2022 → 08/2022
    Massmutual Life Insurance Co
    Bethesda, MD
  • 04/2022 → 08/2022
    Bethesda, MD
  • 08/2022 → 05/2024
    Washington, DC
  • 06/2017 → 08/2017
    Us Department Of Homeland Security
    Washington, DC
  • 07/2024 → Present
    Fidelity Investments
    Bethesda, MD
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-27
  • S66 Uniform Combined State Law Examination
    2022-05-27
Other Names
  • Philip Giscard Alix Charlemagne
  • Philip Giscard Al Charlemagne

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