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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Branchburg, NJ • United States

750 Route 202 Suites 110, 430, Bridgewater, NJ 08807-5530 • 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 Seattle WA 03/2019 08/2019
Unemployed Bothell WA 05/2018 02/2019
Hongkong And Shanghai Banking Corporation Bangalore 08/2014 05/2018
Unemployed Piscataway NJ 08/2019 06/2020
Fidelity Investments Bridgewater NJ 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2019 → 08/2019
    Seattle, WA
  • 05/2018 → 02/2019
    Unemployed
    Bothell, WA
  • 08/2014 → 05/2018
    Hongkong And Shanghai Banking Corporation
    Bangalore
  • 08/2019 → 06/2020
    Unemployed
    Piscataway, NJ
  • 06/2020 → Present
    Fidelity Investments
    Bridgewater, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-08
  • S66 Uniform Combined State Law Examination
    2019-07-08

View on SEC IAPD

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