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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

815 E Birch St, Brea, CA 92821-5765 • United States

Santa Fe Springs, CA • 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
Mount Holyoke College South Hadley MA 09/2016 05/2017
Boston Symphony Orchestra Lenox MA 06/2017 08/2017
Mount Holyoke College South Hadley MA 09/2017 05/2018
Mount Holyoke College South Hadley MA 01/2019 05/2019
Mount Holyoke College South Hadley MA 09/2019 05/2020
Unemployed South Hadley MA 06/2020 10/2020
Middle Tennessee State University Murfreesboro TN 11/2020 12/2020
Ministere Nationale De L'EDucation Et De La Jeunesse Avranches 01/2021 04/2021
Fidelity Investments Jacksonville FL 06/2021 Present
Mount Holyoke South Hadley MA 09/2016 05/2020
Fidelity Investments Boston MA 03/2025 Present
  • 09/2016 → 05/2017
    Mount Holyoke College
    South Hadley, MA
  • 06/2017 → 08/2017
    Boston Symphony Orchestra
    Lenox, MA
  • 09/2017 → 05/2018
    Mount Holyoke College
    South Hadley, MA
  • 01/2019 → 05/2019
    Mount Holyoke College
    South Hadley, MA
  • 09/2019 → 05/2020
    Mount Holyoke College
    South Hadley, MA
  • 06/2020 → 10/2020
    Unemployed
    South Hadley, MA
  • 11/2020 → 12/2020
    Middle Tennessee State University
    Murfreesboro, TN
  • 01/2021 → 04/2021
    Ministere Nationale De L'EDucation Et De La Jeunesse
    Avranches
  • 06/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 09/2016 → 05/2020
    Mount Holyoke
    South Hadley, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Alexandria, VA
    Brea, CA
    Santa Fe Springs, CA
Other Businesses

OBA-60449|OrgNmn:Wag Labs, Inc. |Org Addr:San Franci,California,US|OBA Nature:Dog walking|Invst Rel:N|Title:Pet Care Provider|Duties:I have no obligations or set hours. I decide, as a provider, when or whether I would like to accept a request from an owner. I walk dog mostly|StrtDt:07-01-18|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-21
S63 Uniform Securities Agent State Law Examination 2021-11-01
  • S66 Uniform Combined State Law Examination
    2022-10-21
  • S63 Uniform Securities Agent State Law Examination
    2021-11-01
Other Names
  • Hannah Frances Pozzebon

View on SEC IAPD

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