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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211 • United States

Avon, CT • 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
Santander Bank, Na Boston MA 08/2018 09/2021
Santander Securities, Llc Dorchester MA 08/2018 09/2021
H&M West Hartford CT 02/2018 08/2018
H&M Waterbury CT 06/2016 02/2018
Fidelity Investments West Hartford CT 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2018 → 09/2021
    Santander Bank, Na
    Boston, MA
  • 08/2018 → 09/2021
    Santander Securities, Llc
    Dorchester, MA
  • 02/2018 → 08/2018
    H&M
    West Hartford, CT
  • 06/2016 → 02/2018
    H&M
    Waterbury, CT
  • 09/2021 → Present
    Fidelity Investments
    West Hartford, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    West Hartford, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-11
S63 Uniform Securities Agent State Law Examination 2018-11-30
  • S65 Uniform Investment Adviser Law Examination
    2023-04-11
  • S63 Uniform Securities Agent State Law Examination
    2018-11-30

View on SEC IAPD

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