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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 New Millennium Way, Durham, NC 27709-8204 • United States

Durham, NC • 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
Manhasset Secondary School Manhasset NY 08/2016 06/2017
Village Club Of Sands Point Sands Point NY 06/2017 08/2017
Rochester Institute Of Technology Rochester NY 08/2017 05/2018
Lamotta's Waterside Restaurant Port Washington NY 05/2018 06/2018
Village Club Of Sands Point Sands Point NY 06/2018 08/2018
Rochester Institute Of Technology Rochester NY 08/2018 05/2019
N/A Manhasset NY 05/2019 08/2019
Rochester Institute Of Technology Rochester NY 08/2019 05/2020
N/A Manhasset NY 05/2020 07/2020
Village Club Of Sands Point Sands Point NY 07/2020 08/2020
Rochester Institute Of Technology Rochester NY 08/2020 06/2021
Monroe Community College Rochester NY 06/2021 07/2021
N/A Manhasset NY 07/2021 09/2021
Fidelity Investments Durham NC 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 06/2017
    Manhasset Secondary School
    Manhasset, NY
  • 06/2017 → 08/2017
    Village Club Of Sands Point
    Sands Point, NY
  • 08/2017 → 05/2018
    Rochester Institute Of Technology
    Rochester, NY
  • 05/2018 → 06/2018
    Lamotta's Waterside Restaurant
    Port Washington, NY
  • 06/2018 → 08/2018
    Village Club Of Sands Point
    Sands Point, NY
  • 08/2018 → 05/2019
    Rochester Institute Of Technology
    Rochester, NY
  • 05/2019 → 08/2019
    N/A
    Manhasset, NY
  • 08/2019 → 05/2020
    Rochester Institute Of Technology
    Rochester, NY
  • 05/2020 → 07/2020
    N/A
    Manhasset, NY
  • 07/2020 → 08/2020
    Village Club Of Sands Point
    Sands Point, NY
  • 08/2020 → 06/2021
    Rochester Institute Of Technology
    Rochester, NY
  • 06/2021 → 07/2021
    Monroe Community College
    Rochester, NY
  • 07/2021 → 09/2021
    N/A
    Manhasset, NY
  • 09/2021 → Present
    Fidelity Investments
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-11
S63 Uniform Securities Agent State Law Examination 2022-07-25
  • S66 Uniform Combined State Law Examination
    2023-08-11
  • S63 Uniform Securities Agent State Law Examination
    2022-07-25
Other Names
  • John Anthony Messina
  • John Messina

View on SEC IAPD

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