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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

1057 Lake Sumter Landing, The Villages, FL 32162-2698 • United States

Leesburg, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Jacksonville FL 08/2021 Present
Sha'ARei Torah Academy For Girls Hollywood FL 08/2012 08/2020
Unemployed Miami FL 09/2020 07/2021
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 08/2012 → 08/2020
    Sha'ARei Torah Academy For Girls
    Hollywood, FL
  • 09/2020 → 07/2021
    Unemployed
    Miami, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-10
  • S66 Uniform Combined State Law Examination
    2022-02-10
Other Names
  • Nahshan Darvy St.BErnard
  • Nahshan Darvy St Bernard

View on SEC IAPD

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