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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-09-17
TX RA APPROVED 2025-09-17
  • MI RA
    APPROVED
    Since 2025-09-17
  • TX RA
    APPROVED
    Since 2025-09-17

Branch Locations

Belleville, MI • 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
Bagery Easton MD 09/2018 06/2019
Giant Easton MD 06/2019 08/2019
Ruth's Chris Steakhouse Pittsburgh PA 09/2019 12/2019
Talbot Country Club Easton MD 06/2020 08/2020
Target Poughkeepsie NY 01/2023 03/2023
The Inn At Perry Cabin St. Michaels MD 08/2021 12/2021
Bas Rouge Easton MD 04/2023 08/2024
Axtella Ann Arbor MI 08/2024 07/2025
Student Easton MD 09/2004 09/2018
Student Easton MD 12/2019 06/2020
Student Hyde Park NY 08/2020 08/2021
Student Hyde Park NY 12/2021 01/2023
Fidelity Investments Lansing MI 07/2025 Present
  • 09/2018 → 06/2019
    Bagery
    Easton, MD
  • 06/2019 → 08/2019
    Giant
    Easton, MD
  • 09/2019 → 12/2019
    Ruth's Chris Steakhouse
    Pittsburgh, PA
  • 06/2020 → 08/2020
    Talbot Country Club
    Easton, MD
  • 01/2023 → 03/2023
    Target
    Poughkeepsie, NY
  • 08/2021 → 12/2021
    The Inn At Perry Cabin
    St. Michaels, MD
  • 04/2023 → 08/2024
    Bas Rouge
    Easton, MD
  • 08/2024 → 07/2025
    Axtella
    Ann Arbor, MI
  • 09/2004 → 09/2018
    Student
    Easton, MD
  • 12/2019 → 06/2020
    Student
    Easton, MD
  • 08/2020 → 08/2021
    Student
    Hyde Park, NY
  • 12/2021 → 01/2023
    Student
    Hyde Park, NY
  • 07/2025 → Present
    Fidelity Investments
    Lansing, MI
Previous Registrations
  • 2024-08-23 → 2025-07-18
    Ann Arbor, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-25
S63 Uniform Securities Agent State Law Examination 2024-05-28
  • S65 Uniform Investment Adviser Law Examination
    2024-06-25
  • S63 Uniform Securities Agent State Law Examination
    2024-05-28

View on SEC IAPD

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