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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Troy, MI • United States

Royal Oak, MI • 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
Capital Group San Antonio TX 08/2019 04/2020
University Of Vermont Burlington VT 08/2014 05/2018
Capital Group San Antonio TX 04/2020 01/2021
Capital Group San Antonio TX 01/2021 01/2023
Capital Group San Antonio TX 01/2023 02/2024
Unemployed Baldwin MD 08/2016 06/2017
Unemployed Baldwin MD 08/2017 08/2018
Tic Gums Inc. Md MD 06/2017 08/2017
Capital Group In IN 08/2018 08/2019
Fidelity Investments Troy MI 02/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2019 → 04/2020
    Capital Group
    San Antonio, TX
  • 08/2014 → 05/2018
    University Of Vermont
    Burlington, VT
  • 04/2020 → 01/2021
    Capital Group
    San Antonio, TX
  • 01/2021 → 01/2023
    Capital Group
    San Antonio, TX
  • 01/2023 → 02/2024
    Capital Group
    San Antonio, TX
  • 08/2016 → 06/2017
    Unemployed
    Baldwin, MD
  • 08/2017 → 08/2018
    Unemployed
    Baldwin, MD
  • 06/2017 → 08/2017
    Tic Gums Inc.
    Md, MD
  • 08/2018 → 08/2019
    Capital Group
    In, IN
  • 02/2024 → Present
    Fidelity Investments
    Troy, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Troy, MI
  • 2019-11-01 → 2024-02-02
    Carmel, IN
    San Antonio, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-01
S63 Uniform Securities Agent State Law Examination 2019-04-19
  • S65 Uniform Investment Adviser Law Examination
    2019-11-01
  • S63 Uniform Securities Agent State Law Examination
    2019-04-19
Other Names
  • Elena Hope Mcwright
  • Elena Mcwright

View on SEC IAPD

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