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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Charlotte, NC • 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
Shoprite Bethlehem PA 06/2015 06/2018
Northwestern Mutual Philadelphia PA 05/2019 07/2019
Penn State Lehigh Valley Center Valley PA 08/2016 12/2017
Temple University Philadelphia PA 01/2018 05/2020
Constellation Culinary Philadelphia PA 08/2018 06/2022
Valic Financial Advisors, Inc Berkeley Heights NJ 07/2020 05/2022
Lighthouse Planning Consultants Cherry Hill NJ 08/2019 03/2020
Sam's Club Easton PA 06/2017 08/2017
Fidelity Investments Philadelphia PA 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 06/2018
    Shoprite
    Bethlehem, PA
  • 05/2019 → 07/2019
    Northwestern Mutual
    Philadelphia, PA
  • 08/2016 → 12/2017
    Penn State Lehigh Valley
    Center Valley, PA
  • 01/2018 → 05/2020
    Temple University
    Philadelphia, PA
  • 08/2018 → 06/2022
    Constellation Culinary
    Philadelphia, PA
  • 07/2020 → 05/2022
    Berkeley Heights, NJ
  • 08/2019 → 03/2020
    Lighthouse Planning Consultants
    Cherry Hill, NJ
  • 06/2017 → 08/2017
    Sam's Club
    Easton, PA
  • 06/2022 → Present
    Fidelity Investments
    Philadelphia, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Philadelphia, PA
    Charlotte, NC
  • 2020-07-11 → 2022-05-25
    Mount Laurel, NJ
Other Businesses

OBA-109321|OrgNmn:YMCA sports league official |Org Addr:Charlotte ,North Caro,US|OBA Nature:Sports offical for YMCA league|Invst Rel:N|Title:Sports league official |Duties:To ref local soccer and basketball leagues|StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|OBA-96818|OrgNmn:Turo|Org Addr:charlotte ,North Caro,US|OBA Nature:Renting my car out in my free |Invst Rel:N|Title:Turo Car Owner|Duties:Have my car avaivble for when potential customers may need it. |StrtDt:|TotHrs/mon:6|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-11
  • S66 Uniform Combined State Law Examination
    2020-07-11
Other Names
  • Dante Jacob Sammarco
  • Dante Sammarco

View on SEC IAPD

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