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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

3501 Pga Boulevard Grand Bank Center Suite 100, Palm Beach Gardens, FL 33410-2709 • United States

Palm Beach Gardens, FL • 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
Axa Advisors, Llc New York NY 03/2019 06/2020
Farm Credit Of Florida Gainesville FL 05/2018 07/2018
Miller's Ale House Gainesville FL 06/2017 07/2018
University Of Florida Gainesville FL 08/2014 12/2018
Equitable Advisors, Llc New York NY 03/2019 08/2021
Fidelity Investments Palm Beach Gardens FL 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2019 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 05/2018 → 07/2018
    Farm Credit Of Florida
    Gainesville, FL
  • 06/2017 → 07/2018
    Miller's Ale House
    Gainesville, FL
  • 08/2014 → 12/2018
    University Of Florida
    Gainesville, FL
  • 03/2019 → 08/2021
    Equitable Advisors, Llc
    New York, NY
  • 11/2021 → Present
    Fidelity Investments
    Palm Beach Gardens, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Palm Beach Gardens, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-15
  • S66 Uniform Combined State Law Examination
    2022-01-15

View on SEC IAPD

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