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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Miami, FL • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Miami FL 07/2022 03/2024
Bank Of America, N.A. Miami FL 07/2022 03/2024
Ttec Kissimmee FL 09/2020 05/2021
Melrose Lifestyle Services Kissimmee FL 06/2019 04/2020
Bank Of America, N.A. Orlando FL 06/2021 08/2021
Unemployed Kissimmee FL 07/2012 05/2019
Ucf Orlando FL 01/2020 05/2022
Fidelity Investments Miami FL 03/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2022 → 03/2024
    Miami, FL
  • 07/2022 → 03/2024
    Bank Of America, N.A.
    Miami, FL
  • 09/2020 → 05/2021
    Ttec
    Kissimmee, FL
  • 06/2019 → 04/2020
    Melrose Lifestyle Services
    Kissimmee, FL
  • 06/2021 → 08/2021
    Bank Of America, N.A.
    Orlando, FL
  • 07/2012 → 05/2019
    Unemployed
    Kissimmee, FL
  • 01/2020 → 05/2022
    Ucf
    Orlando, FL
  • 03/2024 → Present
    Fidelity Investments
    Miami, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Miami, FL
  • 2023-02-22 → 2024-03-19
    New York, NY
    Miami, FL
    Jacksonville, FL
    Coral Gables, FL
    Coral Gables, FL
    Coral Gables, FL
    Jacksonville, FL
    Coral Gables, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-13
  • S66 Uniform Combined State Law Examination
    2023-01-13

View on SEC IAPD

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