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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

New York, NY • United States

165 Broadway, New York City, NY 10006-1404 • 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 Investments New York NY 07/2019 Present
Unemployed Tewksbury MA 08/2018 07/2019
Fidelity Investments Chicago IL 06/2018 08/2018
Joe's American Bar And Grill Boston MA 06/2017 06/2018
Unemployed Tewksbury MA 08/2016 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 07/2019 → Present
    Fidelity Investments
    New York, NY
  • 08/2018 → 07/2019
    Unemployed
    Tewksbury, MA
  • 06/2018 → 08/2018
    Fidelity Investments
    Chicago, IL
  • 06/2017 → 06/2018
    Joe's American Bar And Grill
    Boston, MA
  • 08/2016 → 06/2017
    Unemployed
    Tewksbury, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York City, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-11-03
S63 Uniform Securities Agent State Law Examination 2019-11-26
  • S66 Uniform Combined State Law Examination
    2021-11-03
  • S63 Uniform Securities Agent State Law Examination
    2019-11-26
Designations

View on SEC IAPD

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