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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Boston, MA • United States

801 Boylston Street, Boston, MA 02116-2625 • 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
Integrated Financial Partners Waltham MA 05/2019 10/2020
Lpl Financial, Llc Waltham MA 08/2020 10/2020
Bentley University Waltham MA 08/2016 06/2020
Ellacoya State Park Gilford NH 07/2015 09/2018
Fidelity Investments Merrimack NH 10/2020 Present
Bond University Robina 09/2018 12/2018
Fidelity Investments Boston MA 03/2025 Present
  • 05/2019 → 10/2020
    Integrated Financial Partners
    Waltham, MA
  • 08/2020 → 10/2020
    Lpl Financial, Llc
    Waltham, MA
  • 08/2016 → 06/2020
    Bentley University
    Waltham, MA
  • 07/2015 → 09/2018
    Ellacoya State Park
    Gilford, NH
  • 10/2020 → Present
    Fidelity Investments
    Merrimack, NH
  • 09/2018 → 12/2018
    Bond University
    Robina
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-01-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-06
S63 Uniform Securities Agent State Law Examination 2020-02-22
  • S65 Uniform Investment Adviser Law Examination
    2020-06-06
  • S63 Uniform Securities Agent State Law Examination
    2020-02-22
Designations
Other Names
  • Jack Parker Hicks
  • Jack Hicks

View on SEC IAPD

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