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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31

Branch Locations

820 Constitution Avenue, Littleton, MA 01460-1137 • United States

Milford, MA • 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
Massmutual Life Insurance Co Warwick RI 05/2019 06/2023
Mml Investors Services, Llc Warwick RI 06/2019 06/2023
New England Country Club Bellingham MA 08/2011 10/2017
Bose Wrentham MA 09/2017 07/2019
Ameriprise Financial Raynham MA 06/2018 03/2019
Bridgewater State University Bridgewater MA 09/2017 05/2019
Bristol Community College Attleboro MA 08/2014 05/2017
Fidelity Investments Littleton MA 07/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2019 → 06/2023
    Massmutual Life Insurance Co
    Warwick, RI
  • 06/2019 → 06/2023
    Warwick, RI
  • 08/2011 → 10/2017
    New England Country Club
    Bellingham, MA
  • 09/2017 → 07/2019
    Bose
    Wrentham, MA
  • 06/2018 → 03/2019
    Ameriprise Financial
    Raynham, MA
  • 09/2017 → 05/2019
    Bridgewater State University
    Bridgewater, MA
  • 08/2014 → 05/2017
    Bristol Community College
    Attleboro, MA
  • 07/2023 → Present
    Fidelity Investments
    Littleton, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Littleton, MA
  • 2020-01-16 → 2023-06-27
    Warwick, RI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-23
S63 Uniform Securities Agent State Law Examination 2019-10-01
  • S65 Uniform Investment Adviser Law Examination
    2019-12-23
  • S63 Uniform Securities Agent State Law Examination
    2019-10-01
Other Names
  • Dylan Unger
  • Dylan Bryant Unger

View on SEC IAPD

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