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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Philadelphia, PA • United States

4001 Kennett Pike Ste 120, Greenville, DE 19807-2000 • 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 05/2021 03/2022
Revolution Financial Management Long Island NY 03/2020 05/2020
Achievement First Network Support Brooklyn NY 07/2020 09/2020
Robeco Institutional Asset Management New York NY 01/2020 01/2020
Swarthmore College Swarthmore PA 08/2016 05/2020
Unemployed Brooklyn NY 09/2020 05/2021
Swarthmore College Swarthmore PA 09/2017 05/2020
Self Employed E-Commerce Philadelphia PA 02/2018 03/2022
Fidelity Investments Philadelphia PA 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2021 → 03/2022
    The Vanguard Group, Inc
    Malvern, PA
  • 03/2020 → 05/2020
    Revolution Financial Management
    Long Island, NY
  • 07/2020 → 09/2020
    Achievement First Network Support
    Brooklyn, NY
  • 01/2020 → 01/2020
    Robeco Institutional Asset Management
    New York, NY
  • 08/2016 → 05/2020
    Swarthmore College
    Swarthmore, PA
  • 09/2020 → 05/2021
    Unemployed
    Brooklyn, NY
  • 09/2017 → 05/2020
    Swarthmore College
    Swarthmore, PA
  • 02/2018 → 03/2022
    Self Employed E-Commerce
    Philadelphia, PA
  • 03/2022 → Present
    Fidelity Investments
    Philadelphia, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenville, DE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-04
S63 Uniform Securities Agent State Law Examination 2021-08-04
  • S66 Uniform Combined State Law Examination
    2023-08-04
  • S63 Uniform Securities Agent State Law Examination
    2021-08-04
Other Names
  • Winfred Nemlin
  • Winfred Barou Nemlin

View on SEC IAPD

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