Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Philadelphia, PA • 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
Axa Advisors, Llc Raleigh NC 07/2019 06/2020
University Of South Carolina Columbia SC 08/2015 05/2019
White Eagle Printing Company Seasonal Hamilton NJ 06/2015 07/2019
Equitable Advisors, Llc Raleigh NC 07/2019 06/2020
In4M.IO Moorestown NJ 12/2020 02/2021
Unemployed Moorestown NJ 03/2021 06/2021
Unemployed Moorestown NJ 07/2020 12/2020
Fidelity Investments Moorestown NJ 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2019 → 06/2020
    Axa Advisors, Llc
    Raleigh, NC
  • 08/2015 → 05/2019
    University Of South Carolina
    Columbia, SC
  • 06/2015 → 07/2019
    White Eagle Printing Company Seasonal
    Hamilton, NJ
  • 07/2019 → 06/2020
    Raleigh, NC
  • 12/2020 → 02/2021
    In4M.IO
    Moorestown, NJ
  • 03/2021 → 06/2021
    Unemployed
    Moorestown, NJ
  • 07/2020 → 12/2020
    Unemployed
    Moorestown, NJ
  • 06/2021 → Present
    Fidelity Investments
    Moorestown, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Philadelphia, PA
  • 2019-11-20 → 2020-07-16
    Raleigh, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-16
  • S66 Uniform Combined State Law Examination
    2022-12-16

View on SEC IAPD

More in Philadelphia, PA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor