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Haley Truchan

Strategic Advisers LLC

New York, NY

New York, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

New York, NY • United States

1120 6Th Ave Avenue Of The Americas, New York, NY 10036-6700 • 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
Hingham High School Hingham MA 08/2016 06/2017
Rags Edgartown MA 06/2017 08/2017
University Of Denver Denver CO 08/2017 06/2018
Reliable Research Solutions Hull MA 06/2018 08/2018
University Of Denver Denver CO 08/2018 06/2019
Taco Mv Edgartown MA 06/2019 08/2019
University Of Denver Denver CO 08/2019 06/2020
Fidelity Investments Smithfield RI 06/2020 08/2020
University Of Denver Denver CO 08/2020 07/2021
Fidelity Investments Greenwood Village CO 07/2021 Present
Eat Well Inc. Cafe Tosca Hingham MA 06/2018 07/2018
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 06/2017
    Hingham High School
    Hingham, MA
  • 06/2017 → 08/2017
    Rags
    Edgartown, MA
  • 08/2017 → 06/2018
    University Of Denver
    Denver, CO
  • 06/2018 → 08/2018
    Reliable Research Solutions
    Hull, MA
  • 08/2018 → 06/2019
    University Of Denver
    Denver, CO
  • 06/2019 → 08/2019
    Taco Mv
    Edgartown, MA
  • 08/2019 → 06/2020
    University Of Denver
    Denver, CO
  • 06/2020 → 08/2020
    Fidelity Investments
    Smithfield, RI
  • 08/2020 → 07/2021
    University Of Denver
    Denver, CO
  • 07/2021 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 06/2018 → 07/2018
    Eat Well Inc. Cafe Tosca
    Hingham, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-04
  • S66 Uniform Combined State Law Examination
    2022-02-04
Other Names
  • Haley Grace Truchan
  • Haley Truchan

View on SEC IAPD

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