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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

405 Cochituate Road, Framingham, MA 01701-4648 • United States

Brookline, MA • 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 Merrimack NH 04/2021 Present
Partners In Health; Covid-19 Community Tracing Collaborative Boston MA 11/2020 04/2021
Darden Restaurant Group, Seasons 52 Fresh Grill And Wine Bar Chestnut Hill MA 12/2019 11/2020
Unemployed Boston MA 03/2020 08/2020
Unemployed New Orleans LA 05/2019 12/2019
New Orleans Child Advocacy Center New Orleans LA 01/2019 05/2019
Axius Financial Saint Charles MO 06/2018 08/2018
Brio Restaurant Saint Louis MO 05/2018 08/2018
Unemployed New Orleans LA 05/2015 05/2018
Coker Palmer Institutional New Orleans LA 06/2017 08/2017
Unemployed New Orleans LA 08/2018 12/2018
Fidelity Investments Boston MA 03/2025 Present
  • 04/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 11/2020 → 04/2021
    Partners In Health; Covid-19 Community Tracing Collaborative
    Boston, MA
  • 12/2019 → 11/2020
    Darden Restaurant Group, Seasons 52 Fresh Grill And Wine Bar
    Chestnut Hill, MA
  • 03/2020 → 08/2020
    Unemployed
    Boston, MA
  • 05/2019 → 12/2019
    Unemployed
    New Orleans, LA
  • 01/2019 → 05/2019
    New Orleans Child Advocacy Center
    New Orleans, LA
  • 06/2018 → 08/2018
    Axius Financial
    Saint Charles, MO
  • 05/2018 → 08/2018
    Brio Restaurant
    Saint Louis, MO
  • 05/2015 → 05/2018
    Unemployed
    New Orleans, LA
  • 06/2017 → 08/2017
    Coker Palmer Institutional
    New Orleans, LA
  • 08/2018 → 12/2018
    Unemployed
    New Orleans, LA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-04-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-19
S63 Uniform Securities Agent State Law Examination 2021-08-26
  • S66 Uniform Combined State Law Examination
    2023-04-19
  • S63 Uniform Securities Agent State Law Examination
    2021-08-26
Other Names
  • Samuel David Forrest
  • Samuel Forrest

View on SEC IAPD

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