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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

Burlington, MA • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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
Santander Bank, Na Boston MA 06/2019 01/2022
Santander Securities, Llc Dorchester MA 06/2019 01/2022
Citizens Bank Lexington MA 11/2017 06/2019
The Ups Store Watertown MA 04/2016 11/2017
Umass Boston Boston MA 02/2015 08/2020
Northeast Arc Danvers MA 10/2020 12/2021
Tempus Unlimited Inc Stoughton MA 01/2022 01/2022
Fidelity Investments Merrimack NH 01/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → 01/2022
    Santander Bank, Na
    Boston, MA
  • 06/2019 → 01/2022
    Santander Securities, Llc
    Dorchester, MA
  • 11/2017 → 06/2019
    Citizens Bank
    Lexington, MA
  • 04/2016 → 11/2017
    The Ups Store
    Watertown, MA
  • 02/2015 → 08/2020
    Umass Boston
    Boston, MA
  • 10/2020 → 12/2021
    Northeast Arc
    Danvers, MA
  • 01/2022 → 01/2022
    Tempus Unlimited Inc
    Stoughton, MA
  • 01/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-65895|OrgNmn:Tempus Unlimited Inc.|Org Addr:Stoughton,Massachuse,US|OBA Nature:Fiscal Intermediary (FI) for t|Invst Rel:N|Title:Employee|Duties:Provide help with daily activity such as bathing and dressing|StrtDt:|TotHrs/mon:129|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-27
S63 Uniform Securities Agent State Law Examination 2019-08-27
  • S66 Uniform Combined State Law Examination
    2022-05-27
  • S63 Uniform Securities Agent State Law Examination
    2019-08-27

View on SEC IAPD

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