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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-01
NY RA APPROVED 2025-04-28
  • TX RA
    APPROVED
    Since 2025-05-01
  • NY RA
    APPROVED
    Since 2025-04-28

Branch Locations

Port Jeff Station, NY • United States

1075 Northern Blvd, Roslyn, NY 11576-1681 • 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
Student Port Jefferson Station NY 09/2014 06/2019
Fidelity Investments Roslyn NY 09/2024 Present
Danfords Port Jefferson NY 06/2023 12/2023
Fedex Ronkonkoma NY 01/2024 03/2024
Old Town Pizza Port Jefferson Station NY 08/2017 08/2019
Long Island University Brookville NY 09/2019 05/2023
Dsj Advisory Group Westbury NY 03/2024 08/2024
  • 09/2014 → 06/2019
    Student
    Port Jefferson Station, NY
  • 09/2024 → Present
    Fidelity Investments
    Roslyn, NY
  • 06/2023 → 12/2023
    Danfords
    Port Jefferson, NY
  • 01/2024 → 03/2024
    Fedex
    Ronkonkoma, NY
  • 08/2017 → 08/2019
    Old Town Pizza
    Port Jefferson Station, NY
  • 09/2019 → 05/2023
    Long Island University
    Brookville, NY
  • 03/2024 → 08/2024
    Dsj Advisory Group
    Westbury, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-28
  • S66 Uniform Combined State Law Examination
    2025-03-28

View on SEC IAPD

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