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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

New York, NY • United States

1120 6Th Ave Avenue Of The Americas, New York, NY 10036-6700 • 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
Td Ameritrade Columbia MD 06/2018 04/2020
Front Line Auto Chesapeake VA 01/2015 04/2017
Entercom Communications Virginia Beach VA 01/2014 12/2016
Outback Steakhouse Virginia Beach VA 01/2013 05/2018
Old Dominion University Norfolk VA 01/2008 05/2018
Fidelity Investments New York NY 04/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 04/2020
    Td Ameritrade
    Columbia, MD
  • 01/2015 → 04/2017
    Front Line Auto
    Chesapeake, VA
  • 01/2014 → 12/2016
    Entercom Communications
    Virginia Beach, VA
  • 01/2013 → 05/2018
    Outback Steakhouse
    Virginia Beach, VA
  • 01/2008 → 05/2018
    Old Dominion University
    Norfolk, VA
  • 04/2020 → Present
    Fidelity Investments
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
  • 2018-10-05 → 2020-04-04
    Td Ameritrade, Inc.
    Columbia, MD
    New York, NY
  • 2018-10-08 → 2020-04-04
    Td Ameritrade Investment Management, Llc
    Columbia, MD
    New York, NY
Other Businesses

OBA-121779|OrgNmn:197 Dogwood LLC|Org Addr:berkeley s,West Virgi,US|OBA Nature:Rental Property |Invst Rel:Y|Title:Part Owner |Duties:None |StrtDt:08-01-25|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-05
  • S66 Uniform Combined State Law Examination
    2018-10-05
Other Names
  • Jenny Eid

View on SEC IAPD

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