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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-07-25
NJ RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-07-25
  • NJ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

396 North Route 17, Paramus, NJ 07652-2907 • United States

Goshen, 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
Prudential Financial Paramus NJ 06/2021 07/2021
Ramsey Liquors Ramsey NJ 05/2018 09/2018
Unemployed Ramsey NJ 10/2011 05/2018
Full-Time Student West Long Branch NJ 09/2018 06/2021
Fidelity Paramus NJ 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → 07/2021
    Prudential Financial
    Paramus, NJ
  • 05/2018 → 09/2018
    Ramsey Liquors
    Ramsey, NJ
  • 10/2011 → 05/2018
    Unemployed
    Ramsey, NJ
  • 09/2018 → 06/2021
    Full-Time Student
    West Long Branch, NJ
  • 10/2021 → Present
    Fidelity
    Paramus, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Paramus, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-08
S63 Uniform Securities Agent State Law Examination 2023-03-28
  • S65 Uniform Investment Adviser Law Examination
    2023-09-08
  • S63 Uniform Securities Agent State Law Examination
    2023-03-28
Other Names
  • Mckenzie L Bishop

View on SEC IAPD

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