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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31

Branch Locations

35 Morris Street, Morristown, NJ 07960-3919 • United States

Mountain Lakes, 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
Fidelity Investments Morristown NJ 08/2021 Present
Apex Systems Short Hills NJ 10/2015 09/2019
Green Key Resources New York NY 09/2019 07/2021
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → Present
    Fidelity Investments
    Morristown, NJ
  • 10/2015 → 09/2019
    Apex Systems
    Short Hills, NJ
  • 09/2019 → 07/2021
    Green Key Resources
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Morristown, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-12
S63 Uniform Securities Agent State Law Examination 2022-04-01
  • S66 Uniform Combined State Law Examination
    2022-07-12
  • S63 Uniform Securities Agent State Law Examination
    2022-04-01
Designations
Other Names
  • Kevin Conway Ryan

View on SEC IAPD

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