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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-20
NY RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-11-20
  • NY RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Rego Park, 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
Baruch College New York NY 08/2017 09/2018
Unemployed Rego Park NY 03/2023 10/2023
Robinhood Markets, Inc. Chicago IL 06/2024 09/2024
Ios Acquisitions New York NY 09/2019 01/2020
Cuny Baruch New York NY 06/2015 05/2019
Robert Half Brooklyn NY 10/2023 10/2023
Ups Queens NY 10/2023 10/2023
Unemployed Rego Park NY 03/2024 06/2024
Us Census Bureau New York NY 08/2020 10/2020
Duane Reade/ Walgreens Queens NY 09/2016 11/2016
Gebni New York NY 04/2017 08/2017
New York City Department Of Social Services New York NY 01/2020 02/2021
Fidelity Investments Garden City NY 09/2024 Present
New York City Department Of Social Services New York NY 06/2019 09/2019
Masterworks New York NY 11/2023 02/2024
M1 Finance Chicago IL 02/2021 03/2023
Fidelity Investments Boston MA 03/2025 Present
  • 08/2017 → 09/2018
    Baruch College
    New York, NY
  • 03/2023 → 10/2023
    Unemployed
    Rego Park, NY
  • 06/2024 → 09/2024
    Robinhood Markets, Inc.
    Chicago, IL
  • 09/2019 → 01/2020
    Ios Acquisitions
    New York, NY
  • 06/2015 → 05/2019
    Cuny Baruch
    New York, NY
  • 10/2023 → 10/2023
    Robert Half
    Brooklyn, NY
  • 10/2023 → 10/2023
    Ups
    Queens, NY
  • 03/2024 → 06/2024
    Unemployed
    Rego Park, NY
  • 08/2020 → 10/2020
    Us Census Bureau
    New York, NY
  • 09/2016 → 11/2016
    Duane Reade/ Walgreens
    Queens, NY
  • 04/2017 → 08/2017
    Gebni
    New York, NY
  • 01/2020 → 02/2021
    New York City Department Of Social Services
    New York, NY
  • 09/2024 → Present
    Fidelity Investments
    Garden City, NY
  • 06/2019 → 09/2019
    New York City Department Of Social Services
    New York, NY
  • 11/2023 → 02/2024
    Masterworks
    New York, NY
  • 02/2021 → 03/2023
    M1 Finance
    Chicago, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Garden City, NY
  • 2023-11-14 → 2024-02-28
    New York, NY
  • 2022-05-20 → 2023-03-10
    Chicago, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-07-05
S66 Uniform Combined State Law Examination 2022-01-25
  • S63 Uniform Securities Agent State Law Examination
    2024-07-05
  • S66 Uniform Combined State Law Examination
    2022-01-25

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