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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1415 W 22Nd St Oak Brook Reg Twr Stes 100 & 900, Oak Brook, IL 60523-8416 • United States

Burr Ridge, IL • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 08/2019 07/2023
Premerica Naperville IL 11/2018 08/2019
Shell - E&P Dubai 10/1984 08/2018
Tristan Llc Dubai 08/2018 11/2018
Bank Of America, N.A. Oak Brook IL 12/2019 07/2023
Fidelity Investments Oak Brook IL 07/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2019 → 07/2023
    Oak Brook, IL
  • 11/2018 → 08/2019
    Premerica
    Naperville, IL
  • 10/1984 → 08/2018
    Shell - E&P
    Dubai
  • 08/2018 → 11/2018
    Tristan Llc
    Dubai
  • 12/2019 → 07/2023
    Bank Of America, N.A.
    Oak Brook, IL
  • 07/2023 → Present
    Fidelity Investments
    Oak Brook, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-09
  • S66 Uniform Combined State Law Examination
    2020-11-09

View on SEC IAPD

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