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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
MA RA APPROVED 2025-11-13
RI RA APPROVED 2025-11-07
  • TX RA
    APPROVED
    Since 2026-01-08
  • MA RA
    APPROVED
    Since 2025-11-13
  • RI RA
    APPROVED
    Since 2025-11-07

Branch Locations

Quincy, MA • United States

10 Memorial Boulevard, Providence, RI 02903-1160 • 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
Massmutual Life Insurance Co Boston MA 09/2024 07/2025
Mml Investors Services, Llc Boston MA 09/2024 07/2025
Easton Winwater West Bridgewater MA 06/2024 09/2024
Collette Vacations Pawtucket RI 06/2023 08/2023
Quincy Yacht Club Quincy MA 06/2022 08/2022
Easton Winwater West Bridgwater MA 06/2021 08/2021
Boston College Boston MA 09/2020 05/2024
Boston College High School Boston MA 09/2016 06/2020
Allerton House Hingham MA 05/2020 08/2020
Quincy Youth Arena Quincy MA 09/2018 03/2020
Stop And Shop Boston MA 06/2019 10/2019
Unemployed Quincy MA 06/2016 09/2016
Fidelity Investments Providence RI 07/2025 Present
  • 09/2024 → 07/2025
    Massmutual Life Insurance Co
    Boston, MA
  • 09/2024 → 07/2025
    Mml Investors Services, Llc
    Boston, MA
  • 06/2024 → 09/2024
    Easton Winwater
    West Bridgewater, MA
  • 06/2023 → 08/2023
    Collette Vacations
    Pawtucket, RI
  • 06/2022 → 08/2022
    Quincy Yacht Club
    Quincy, MA
  • 06/2021 → 08/2021
    Easton Winwater
    West Bridgwater, MA
  • 09/2020 → 05/2024
    Boston College
    Boston, MA
  • 09/2016 → 06/2020
    Boston College High School
    Boston, MA
  • 05/2020 → 08/2020
    Allerton House
    Hingham, MA
  • 09/2018 → 03/2020
    Quincy Youth Arena
    Quincy, MA
  • 06/2019 → 10/2019
    Stop And Shop
    Boston, MA
  • 06/2016 → 09/2016
    Unemployed
    Quincy, MA
  • 07/2025 → Present
    Fidelity Investments
    Providence, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-31
S63 Uniform Securities Agent State Law Examination 2024-12-14
  • S66 Uniform Combined State Law Examination
    2025-10-31
  • S63 Uniform Securities Agent State Law Examination
    2024-12-14
Other Names
  • Josh Mcmillen
  • Joshua George Mcmillen

View on SEC IAPD

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