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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Bay Shore, NY • United States

1075 Northern Blvd, Roslyn, NY 11576-1681 • 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. Charlotte NC 06/2021 10/2021
Community Connection Healthcare, Llc South Easton MA 12/2020 01/2021
Lincoln-Sudbury High School Sudbury MA 08/2013 06/2017
Bucknell University Lewisburg PA 08/2017 05/2021
H-Mac Systems Inc. Southborough MA 05/2020 08/2020
Weston Golf Club Weston MA 05/2016 05/2020
Sudbury Computer Sudbury MA 01/2015 08/2018
Fidelity Investments Smithfield RI 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → 10/2021
    The Vanguard Group, Inc.
    Charlotte, NC
  • 12/2020 → 01/2021
    Community Connection Healthcare, Llc
    South Easton, MA
  • 08/2013 → 06/2017
    Lincoln-Sudbury High School
    Sudbury, MA
  • 08/2017 → 05/2021
    Bucknell University
    Lewisburg, PA
  • 05/2020 → 08/2020
    H-Mac Systems Inc.
    Southborough, MA
  • 05/2016 → 05/2020
    Weston Golf Club
    Weston, MA
  • 01/2015 → 08/2018
    Sudbury Computer
    Sudbury, MA
  • 10/2021 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Garden City, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-03
S63 Uniform Securities Agent State Law Examination 2021-07-22
  • S66 Uniform Combined State Law Examination
    2023-08-03
  • S63 Uniform Securities Agent State Law Examination
    2021-07-22
Other Names
  • Tyler George
  • Tyler Edward George

View on SEC IAPD

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