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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-08-25
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-08-25
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Coventry, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
New York Life Insurance Company Manchester NH 03/2021 06/2022
Saint Mary's Home For Children North Providence RI 01/2019 02/2021
Unemployed Chepachet RI 11/2018 12/2018
Christopher Aaron Counseling Center Gray ME 01/2018 10/2018
Domino's Woonsocket RI 08/2017 12/2017
Saint Anselm College Manchester NH 09/2013 07/2017
Nylife Securities Llc Manchester NH 08/2021 06/2022
Samplers Inc. Pawtucket RI 08/2021 06/2022
Fidelity Investments Smithfield RI 06/2022 Present
Community College Of Rhode Island Warwick RI 01/2020 06/2022
Southern New Hampshire University Manchester NH 01/2021 06/2022
Fidelity Investments Boston MA 03/2025 Present
  • 03/2021 → 06/2022
    New York Life Insurance Company
    Manchester, NH
  • 01/2019 → 02/2021
    Saint Mary's Home For Children
    North Providence, RI
  • 11/2018 → 12/2018
    Unemployed
    Chepachet, RI
  • 01/2018 → 10/2018
    Christopher Aaron Counseling Center
    Gray, ME
  • 08/2017 → 12/2017
    Domino's
    Woonsocket, RI
  • 09/2013 → 07/2017
    Saint Anselm College
    Manchester, NH
  • 08/2021 → 06/2022
    Nylife Securities Llc
    Manchester, NH
  • 08/2021 → 06/2022
    Samplers Inc.
    Pawtucket, RI
  • 06/2022 → Present
    Fidelity Investments
    Smithfield, RI
  • 01/2020 → 06/2022
    Community College Of Rhode Island
    Warwick, RI
  • 01/2021 → 06/2022
    Southern New Hampshire University
    Manchester, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Other Businesses

OBA-88771|OrgNmn:Sampler's Inc.|Org Addr:Pawtucket,Rhode Isla,US|OBA Nature:Adult Beverages Promotions|Invst Rel:N|Title:Event Specialist|Duties:Pick up shifts occasionally|StrtDt:05-05-22|TotHrs/mon:2|TrdHrs/mon:0|OBA-127079|OrgNmn:Beekeeping|Org Addr:Chepachet,Rhode Isla,US|OBA Nature:Beekeeping services, bee produ|Invst Rel:N|Title:Sole Proprietor|Duties:Maintain hives, sales related activities|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-30
S63 Uniform Securities Agent State Law Examination 2021-08-26
  • S66 Uniform Combined State Law Examination
    2022-09-30
  • S63 Uniform Securities Agent State Law Examination
    2021-08-26

View on SEC IAPD

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