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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-06-12
NY RA APPROVED 2025-06-11
TX RA APPROVED 2025-06-11
  • NJ RA
    APPROVED
    Since 2025-06-12
  • NY RA
    APPROVED
    Since 2025-06-11
  • TX RA
    APPROVED
    Since 2025-06-11

Branch Locations

165 Broadway, New York City, NY 10006-1404 • United States

Jersey City, NJ • 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
Parfums De Marly New York NY 02/2021 07/2021
Natura Bisse New York NY 04/2019 03/2020
Amore Pacific New York NY 08/2018 04/2019
Angelina'S Restaurant Staten Island NY 01/2018 09/2018
Chirstian Dior Parfums Milano 04/2006 12/2017
Fidelity Investments New York NY 07/2021 04/2022
E*Trade Securities Llc New York NY 06/2022 08/2023
Unemployment New York NY 03/2020 02/2021
Parfums De Marly New York NY 05/2022 12/2023
E*Trade Capital Management, Llc New York NY 09/2022 08/2023
Morgan Stanley New York NY 01/2023 08/2023
Morgan Stanley New York NY 01/2024 04/2025
Fidelity Investments New York NY 05/2025 Present
  • 02/2021 → 07/2021
    Parfums De Marly
    New York, NY
  • 04/2019 → 03/2020
    Natura Bisse
    New York, NY
  • 08/2018 → 04/2019
    Amore Pacific
    New York, NY
  • 01/2018 → 09/2018
    Angelina'S Restaurant
    Staten Island, NY
  • 04/2006 → 12/2017
    Chirstian Dior Parfums
    Milano
  • 07/2021 → 04/2022
    Fidelity Investments
    New York, NY
  • 06/2022 → 08/2023
    E*Trade Securities Llc
    New York, NY
  • 03/2020 → 02/2021
    Unemployment
    New York, NY
  • 05/2022 → 12/2023
    Parfums De Marly
    New York, NY
  • 09/2022 → 08/2023
    E*Trade Capital Management, Llc
    New York, NY
  • 01/2023 → 08/2023
    New York, NY
  • 01/2024 → 04/2025
    New York, NY
  • 05/2025 → Present
    Fidelity Investments
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-04
S63 Uniform Securities Agent State Law Examination 2024-07-03
  • S65 Uniform Investment Adviser Law Examination
    2024-11-04
  • S63 Uniform Securities Agent State Law Examination
    2024-07-03

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