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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Stamford, CT • United States

480 Bedford Road, Chappaqua, NY 10514-1715 • 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 Brokerage Services, Llc Chappaqua NY 11/2019 Present
Veritude Chappaqua NY 05/2019 11/2019
California Pizza Kitchen Scarsdale NY 04/2015 04/2019
Fidelity Investments Boston MA 03/2025 Present
  • 11/2019 → Present
    Fidelity Brokerage Services, Llc
    Chappaqua, NY
  • 05/2019 → 11/2019
    Veritude
    Chappaqua, NY
  • 04/2015 → 04/2019
    California Pizza Kitchen
    Scarsdale, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chappaqua, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-08
S63 Uniform Securities Agent State Law Examination 2020-06-02
  • S66 Uniform Combined State Law Examination
    2021-10-08
  • S63 Uniform Securities Agent State Law Examination
    2020-06-02
Designations
Other Names
  • Barbara Ann Christine Napolitano
  • Barbara Ann Napolitano

View on SEC IAPD

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