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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1130 Franklin Avenue, Garden City, NY 11530-1687 • United States

Westbury, NY • 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 Garden City NY 02/2021 Present
Queensborough Community College Bayside NY 08/2020 01/2021
Queensborough Community College Bayside NY 01/2020 01/2021
Queensborough Community College Bayside NY 08/2019 07/2020
Queensborough Community College Bayside NY 01/2019 01/2020
Queensborough Community College Bayside NY 01/2019 12/2019
Queensborough Community College Bayside NY 09/2017 12/2018
Brookhaven National Laboratory Upton NY 05/2019 08/2019
Brookhaven National Laboratory Upton NY 06/2018 08/2018
Brookhaven National Laboratory Upton NY 06/2017 08/2017
Gap Inc. Garden City NY 11/2015 03/2017
Columbia Engineering New York NY 09/2020 03/2021
Queens College, Cuny Flushing NY 09/2017 05/2020
Queensborough Community College Bayside NY 08/2015 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 02/2021 → Present
    Fidelity Investments
    Garden City, NY
  • 08/2020 → 01/2021
    Queensborough Community College
    Bayside, NY
  • 01/2020 → 01/2021
    Queensborough Community College
    Bayside, NY
  • 08/2019 → 07/2020
    Queensborough Community College
    Bayside, NY
  • 01/2019 → 01/2020
    Queensborough Community College
    Bayside, NY
  • 01/2019 → 12/2019
    Queensborough Community College
    Bayside, NY
  • 09/2017 → 12/2018
    Queensborough Community College
    Bayside, NY
  • 05/2019 → 08/2019
    Brookhaven National Laboratory
    Upton, NY
  • 06/2018 → 08/2018
    Brookhaven National Laboratory
    Upton, NY
  • 06/2017 → 08/2017
    Brookhaven National Laboratory
    Upton, NY
  • 11/2015 → 03/2017
    Gap Inc.
    Garden City, NY
  • 09/2020 → 03/2021
    Columbia Engineering
    New York, NY
  • 09/2017 → 05/2020
    Queens College, Cuny
    Flushing, NY
  • 08/2015 → 05/2017
    Queensborough Community College
    Bayside, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Garden City, NY
Other Businesses

OBA-126449|OrgNmn:A&E Investment Holdings LLC |Org Addr:Westbury,New York,US|OBA Nature:LLC created for the goal of ow|Invst Rel:Y|Title:Partner|Duties:Landlord delagation of property management |StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-06
  • S66 Uniform Combined State Law Examination
    2021-12-06

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