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

Branch Locations

1261 Post Road, Fairfield, CT 06824-6072 • United States

Milford, CT • 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 New Haven CT 08/2021 Present
Shell And Bones Oyster Bar And Grill New Haven CT 09/2020 08/2021
College For Creative Studies Detroit MI 01/2016 05/2020
Chris Schanck Studios Hamtramck MI 04/2019 08/2019
Kahootz Toys Ann Arbor MI 06/2018 08/2018
Hard Rock Café Detroit MI 08/2016 12/2017
Unemployed Detroit MI 05/2020 09/2020
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → Present
    Fidelity Investments
    New Haven, CT
  • 09/2020 → 08/2021
    Shell And Bones Oyster Bar And Grill
    New Haven, CT
  • 01/2016 → 05/2020
    College For Creative Studies
    Detroit, MI
  • 04/2019 → 08/2019
    Chris Schanck Studios
    Hamtramck, MI
  • 06/2018 → 08/2018
    Kahootz Toys
    Ann Arbor, MI
  • 08/2016 → 12/2017
    Hard Rock Café
    Detroit, MI
  • 05/2020 → 09/2020
    Unemployed
    Detroit, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New Haven, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-18
S63 Uniform Securities Agent State Law Examination 2022-01-10
  • S65 Uniform Investment Adviser Law Examination
    2023-01-18
  • S63 Uniform Securities Agent State Law Examination
    2022-01-10
Other Names
  • Alanis Marie Mcnier

View on SEC IAPD

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