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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-04
NY RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-02-04
  • NY RA
    APPROVED
    Since 2025-03-31

Branch Locations

Putnam Valley, NY • United States

799 Central Park Ave Greenville Shopping Center, Scarsdale, NY 10583-2507 • 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
Vision Alliance Realty Bronx NY 06/2019 09/2024
Ace And The Writing Services Smithfield RI 09/2022 05/2024
Doordash Putnam Valley NY 07/2021 06/2024
Jpmorgan Chase White Plains NY 06/2022 08/2022
Fidelity Investments Scarsdale NY 08/2024 Present
Unemployed Putnam Valley NY 01/2008 06/2019
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → 09/2024
    Vision Alliance Realty
    Bronx, NY
  • 09/2022 → 05/2024
    Ace And The Writing Services
    Smithfield, RI
  • 07/2021 → 06/2024
    Doordash
    Putnam Valley, NY
  • 06/2022 → 08/2022
    Jpmorgan Chase
    White Plains, NY
  • 08/2024 → Present
    Fidelity Investments
    Scarsdale, NY
  • 01/2008 → 06/2019
    Unemployed
    Putnam Valley, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Putnam Valley, NY
    Scarsdale, NY
Other Businesses

OBA-125267|OrgNmn:Financial Student Athletes (Book)|Org Addr:Putnam Val,New York,US|OBA Nature:Book written based on Honors T|Invst Rel:N|Title:Author|Duties:Book distribution and presenting on book and its contents|StrtDt:12-23-25|TotHrs/mon:10|TrdHrs/mon:0|OBA-112299|OrgNmn:Houlihan Lawrence|Org Addr:Yonkers,New York,US|OBA Nature:Real Estate Company that helps|Invst Rel:Y|Title:Independent Contractor|Duties:Assist in showings for other agents |StrtDt:02-25-26|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-15
  • S66 Uniform Combined State Law Examination
    2024-11-15

View on SEC IAPD

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