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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-04-08
TX RA APPROVED 2025-03-31
  • DE RA
    APPROVED
    Since 2025-04-08
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

4001 Kennett Pike Ste 120, Greenville, DE 19807-2000 • United States

Wilmington, DE • 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
Fidelity Brokerage Services Llc Westlake TX 04/2019 Present
Neff Living Dania Beach FL 01/2018 06/2018
Saint Joseph's University Media Services Philadelphia PA 06/2016 05/2017
Philadelphia Union Chester PA 08/2016 12/2016
Saint Joseph's University Philadelphia PA 08/2013 05/2017
N/A N/A MA 05/2017 01/2018
N/A N/A MA 06/2018 04/2019
Fidelity Investments Boston MA 03/2025 Present
  • 04/2019 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 01/2018 → 06/2018
    Neff Living
    Dania Beach, FL
  • 06/2016 → 05/2017
    Saint Joseph's University Media Services
    Philadelphia, PA
  • 08/2016 → 12/2016
    Philadelphia Union
    Chester, PA
  • 08/2013 → 05/2017
    Saint Joseph's University
    Philadelphia, PA
  • 05/2017 → 01/2018
    N/A
    N/A, MA
  • 06/2018 → 04/2019
    N/A
    N/A, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-18
S63 Uniform Securities Agent State Law Examination 2019-07-08
  • S66 Uniform Combined State Law Examination
    2023-07-18
  • S63 Uniform Securities Agent State Law Examination
    2019-07-08
Other Names
  • Ivan William Mcgovern
  • Ivan Mcgovern

View on SEC IAPD

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