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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

450 N Federal Hwy Suite 200 / 300, Ft. Lauderdale, FL 33301-1122 • United States

Fort Lauderdale, FL • 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
Merrimack College North Andover MA 08/2016 05/2020
Suburban Middlesex Industries Norwood MA 06/2016 09/2021
Boston Medical Center Boston MA 06/2019 08/2019
Luca Deblasio Inc Woburn MA 06/2018 08/2018
Fidelity Investments Smithfield RI 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 05/2020
    Merrimack College
    North Andover, MA
  • 06/2016 → 09/2021
    Suburban Middlesex Industries
    Norwood, MA
  • 06/2019 → 08/2019
    Boston Medical Center
    Boston, MA
  • 06/2018 → 08/2018
    Luca Deblasio Inc
    Woburn, MA
  • 10/2021 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
    Ft. Lauderdale, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-22
S63 Uniform Securities Agent State Law Examination 2022-03-11
  • S66 Uniform Combined State Law Examination
    2022-10-22
  • S63 Uniform Securities Agent State Law Examination
    2022-03-11

View on SEC IAPD

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