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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-01
NY RA APPROVED 2025-06-26
  • TX RA
    APPROVED
    Since 2025-07-01
  • NY RA
    APPROVED
    Since 2025-06-26

Branch Locations

1551 Old Country Rd, Plainview, NY 11803-5014 • United States

Mount Sinai, NY • 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
Morgan Stanley Hauppauge NY 07/2019 06/2025
Suny Binghamton University Binghamton NY 01/2017 05/2019
Lombardis On The Sound Port Jefferson NY 06/2016 09/2016
Schafers Restaurant Port Jefferson NY 09/2016 01/2017
Schafers Restaurant Port Jefferson NY 05/2017 08/2017
Danfords Hotel And Marina Port Jefferson NY 05/2018 08/2018
Morgan Stanley Hauppauge NY 05/2018 08/2018
Unemployed Mount Sinai NY 05/2019 07/2019
Morgan Stanley Private Bank, N.A New York NY 07/2019 Present
Fidelity Investments Fidelity Investments NY 06/2025 Present
  • 07/2019 → 06/2025
    Hauppauge, NY
  • 01/2017 → 05/2019
    Suny Binghamton University
    Binghamton, NY
  • 06/2016 → 09/2016
    Lombardis On The Sound
    Port Jefferson, NY
  • 09/2016 → 01/2017
    Schafers Restaurant
    Port Jefferson, NY
  • 05/2017 → 08/2017
    Schafers Restaurant
    Port Jefferson, NY
  • 05/2018 → 08/2018
    Danfords Hotel And Marina
    Port Jefferson, NY
  • 05/2018 → 08/2018
    Hauppauge, NY
  • 05/2019 → 07/2019
    Unemployed
    Mount Sinai, NY
  • 07/2019 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 06/2025 → Present
    Fidelity Investments
    Fidelity Investments, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-26
  • S66 Uniform Combined State Law Examination
    2019-09-26
Designations
Other Names
  • Jesse R Whitsit

View on SEC IAPD

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