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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

St. Davids, PA • 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
The Vanguard Group, Inc Malvern PA 04/2021 08/2021
Pacific Life Lynchburg VA 07/2019 12/2020
Liberty University Lynchburg VA 08/2015 06/2019
J. Crew Lynchburg VA 10/2017 03/2018
Langley Properties Lynchburg VA 07/2017 08/2017
Sdg Llc Lynchburg VA 06/2017 07/2017
Chick Fil A Lynchburg VA 03/2017 06/2017
Unemployed Lynchburg VA 01/2021 04/2021
Liberty University Lynchburg VA 04/2018 06/2019
The Vanguard Group, Inc. Charlotte NC 08/2021 11/2021
Fidelity Investments Charlotte NC 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2021 → 08/2021
    The Vanguard Group, Inc
    Malvern, PA
  • 07/2019 → 12/2020
    Pacific Life
    Lynchburg, VA
  • 08/2015 → 06/2019
    Liberty University
    Lynchburg, VA
  • 10/2017 → 03/2018
    J. Crew
    Lynchburg, VA
  • 07/2017 → 08/2017
    Langley Properties
    Lynchburg, VA
  • 06/2017 → 07/2017
    Sdg Llc
    Lynchburg, VA
  • 03/2017 → 06/2017
    Chick Fil A
    Lynchburg, VA
  • 01/2021 → 04/2021
    Unemployed
    Lynchburg, VA
  • 04/2018 → 06/2019
    Liberty University
    Lynchburg, VA
  • 08/2021 → 11/2021
    The Vanguard Group, Inc.
    Charlotte, NC
  • 11/2021 → Present
    Fidelity Investments
    Charlotte, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lynchburg, VA
    St. Davids, PA
Other Businesses

OBA-100325|OrgNmn:Smiley Enterprises LLC|Org Addr:Lynchburg,Virginia,US|OBA Nature:Retail Clothing Brand/Real Est|Invst Rel:N|Title:Sole Proprietor|Duties:Creating clothing, marketing for the brand, administrative duties, rental property|StrtDt:06-23-23|TotHrs/mon:20|TrdHrs/mon:0|OBA-113367|OrgNmn:Video Game|Org Addr:Wayne,Pennsylvan,US|OBA Nature:Playing video games at local t|Invst Rel:N|Title:Tournament Competitor|Duties:Traveling to local tournaments to compete|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-117812|OrgNmn:Streaming|Org Addr:Wayne,Pennsylvan,US|OBA Nature:Video game streaming|Invst Rel:N|Title:Streamer|Duties:Streaming video games|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-17
S63 Uniform Securities Agent State Law Examination 2021-07-01
  • S66 Uniform Combined State Law Examination
    2023-03-17
  • S63 Uniform Securities Agent State Law Examination
    2021-07-01
Other Names
  • Kairo Calabretta
  • Kairo Amadaeus Calabretta

View on SEC IAPD

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