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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Evanston, IL • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 11/2018 02/2020
Unemployed Orland Park IL 07/2018 11/2018
Arts Alliance Illinois Chicago IL 05/2018 07/2018
Duke University And Duke University Press Durham NC 09/2015 03/2018
Bank Of America, N.A. Oak Brook IL 12/2018 02/2020
Fidelity Brokerage Services Llc Highland Park IL 02/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2018 → 02/2020
    Oak Brook, IL
  • 07/2018 → 11/2018
    Unemployed
    Orland Park, IL
  • 05/2018 → 07/2018
    Arts Alliance Illinois
    Chicago, IL
  • 09/2015 → 03/2018
    Duke University And Duke University Press
    Durham, NC
  • 12/2018 → 02/2020
    Bank Of America, N.A.
    Oak Brook, IL
  • 02/2020 → Present
    Fidelity Brokerage Services Llc
    Highland Park, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-116596|OrgNmn:DePaul University |Org Addr:Chicago,Illinois,US|OBA Nature:Private University|Invst Rel:N|Title:Instructor|Duties:Teaching certified financial planning course at DePaul university. This curriculum is built by the CFP board. Students will include those purs|StrtDt:04-09-25|TotHrs/mon:20|TrdHrs/mon:0|OBA-17119|OrgNmn:Wealth I Am LLC|Org Addr:1555 Sherm,Illinois,US|OBA Nature:Producing storytelling events |Invst Rel:N|Title:Founder|Duties:1)Produce events w/ stories & plays on the theme of financial literacy 2) Creative Writing workshops|StrtDt:02-17-20|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-08
  • S66 Uniform Combined State Law Examination
    2019-03-08
Other Names
  • Nehanda Loiseau
  • Nehanda Faustin Loiseau

View on SEC IAPD

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