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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Bronx, NY • United States

799 Central Park Ave Greenville Shopping Center, Scarsdale, NY 10583-2507 • 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
J.P. Morgan Securities Llc New York NY 03/2019 12/2019
Jp Morgan Chase Bank, N.A. New York NY 11/2015 12/2019
Wells Fargo Bank, Na Bronx NY 01/2020 07/2022
Wells Fargo Clearing Services, Llc Bronx NY 03/2020 07/2022
Massmutual Life Insurance Company Tarrytown NY 07/2022 04/2023
Mml Investors Services, Llc Tarrytown NY 08/2022 04/2023
Fidelity Investments Scarsdale NY 04/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2019 → 12/2019
    J.P. Morgan Securities Llc
    New York, NY
  • 11/2015 → 12/2019
    Jp Morgan Chase Bank, N.A.
    New York, NY
  • 01/2020 → 07/2022
    Wells Fargo Bank, Na
    Bronx, NY
  • 03/2020 → 07/2022
    Wells Fargo Clearing Services, Llc
    Bronx, NY
  • 07/2022 → 04/2023
    Massmutual Life Insurance Company
    Tarrytown, NY
  • 08/2022 → 04/2023
    Tarrytown, NY
  • 04/2023 → Present
    Fidelity Investments
    Scarsdale, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Scarsdale, NY
  • 2022-09-14 → 2023-03-31
    Tarrytown, NY
Other Businesses

OBA-114085|OrgNmn:Notary Signing Agent|Org Addr:Bronx,New York,US|OBA Nature:notarize loan documents in rea|Invst Rel:Y|Title:Notary Signing Agent|Duties:to notaize documents mainly in real estate transactions |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-98311|OrgNmn:Notary Public|Org Addr:Bronx, NY ,New York,US|OBA Nature:Commissioned to impartially wi|Invst Rel:N|Title:notary public|Duties:Commissioned to impartially witness and validate the signing of various important documents.|StrtDt:04-19-19|TotHrs/mon:5|TrdHrs/mon:5|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-08
S63 Uniform Securities Agent State Law Examination 2019-05-10
  • S66 Uniform Combined State Law Examination
    2022-09-08
  • S63 Uniform Securities Agent State Law Examination
    2019-05-10
Other Names
  • Natasha Madera

View on SEC IAPD

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