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

Branch Locations

225 Daniel Webster Hwy, Nashua, NH 03060-5536 • United States

Lawrence, MA • 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
Full-Time Education Troy NY 06/2015 06/2019
Fidelity Investments Boston MA 06/2018 08/2018
Optimity Advisors New York City NY 06/2017 08/2017
Fidelity Brokerage Services Boston MA 06/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 06/2019
    Full-Time Education
    Troy, NY
  • 06/2018 → 08/2018
    Fidelity Investments
    Boston, MA
  • 06/2017 → 08/2017
    Optimity Advisors
    New York City, NY
  • 06/2019 → Present
    Fidelity Brokerage Services
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-11-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
Other Businesses

OBA-117445|OrgNmn:Marble Head Farm |Org Addr:Ridgley,Maryland,US|OBA Nature:Agricultural & Beef Farming|Invst Rel:Y|Title:N/A - I am the owner of the farm |Duties:None - the farm is in my name but I have no affiliation or involvement in the business. |StrtDt:04-26-22|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-06-27
S63 Uniform Securities Agent State Law Examination 2019-11-14
  • S66 Uniform Combined State Law Examination
    2020-06-27
  • S63 Uniform Securities Agent State Law Examination
    2019-11-14

View on SEC IAPD

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