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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
NY RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-01-08
  • NY RA
    APPROVED
    Since 2025-03-31

Branch Locations

480 Bedford Road, Chappaqua, NY 10514-1715 • United States

Fleetwood, 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
The Ursuline School Ny NY 09/2012 05/2019
Villanova University Pa PA 08/2019 05/2023
Newedge Wealth Ct CT 06/2021 08/2022
Unemployed Ny NY 06/2023 04/2024
Davenport Beach Club Ny NY 05/2017 08/2020
Fidelity Investments Chappaqua NY 05/2024 Present
Karyn Nordstrom Ny NY 09/2018 06/2019
Fidelity Investments Boston MA 03/2025 Present
  • 09/2012 → 05/2019
    The Ursuline School
    Ny, NY
  • 08/2019 → 05/2023
    Villanova University
    Pa, PA
  • 06/2021 → 08/2022
    Newedge Wealth
    Ct, CT
  • 06/2023 → 04/2024
    Unemployed
    Ny, NY
  • 05/2017 → 08/2020
    Davenport Beach Club
    Ny, NY
  • 05/2024 → Present
    Fidelity Investments
    Chappaqua, NY
  • 09/2018 → 06/2019
    Karyn Nordstrom
    Ny, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chappaqua, NY
    Fleetwood, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-29
  • S66 Uniform Combined State Law Examination
    2024-10-29
Other Names
  • Bridget Taylor Deverna
  • Bridget Deverna
  • Bridget T Deverna

View on SEC IAPD

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