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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-02-11
NH RA APPROVED 2026-02-03
TX RA APPROVED 2026-02-03
  • MA RA
    APPROVED
    Since 2026-02-11
  • NH RA
    APPROVED
    Since 2026-02-03
  • TX RA
    APPROVED
    Since 2026-02-03

Branch Locations

Peabody, MA • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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
Salem State University Salem MA 09/2020 05/2024
Fidelity Investments Merrimack NH 10/2024 Present
Salem Five Bank Peabody MA 02/2023 10/2024
Salem Five Bank Swampscott MA 02/2024 10/2024
Gjimnazi Siri Shapllo Gjirokaster 09/2016 08/2018
Peabody Veterans Memorial High School Peabody MA 09/2018 05/2020
Bleta-Cotti Inc Danvers MA 08/2024 09/2024
Market Basket Danvers MA 05/2019 10/2020
Target Danvers MA 10/2020 02/2023
  • 09/2020 → 05/2024
    Salem State University
    Salem, MA
  • 10/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 02/2023 → 10/2024
    Salem Five Bank
    Peabody, MA
  • 02/2024 → 10/2024
    Salem Five Bank
    Swampscott, MA
  • 09/2016 → 08/2018
    Gjimnazi Siri Shapllo
    Gjirokaster
  • 09/2018 → 05/2020
    Peabody Veterans Memorial High School
    Peabody, MA
  • 08/2024 → 09/2024
    Bleta-Cotti Inc
    Danvers, MA
  • 05/2019 → 10/2020
    Market Basket
    Danvers, MA
  • 10/2020 → 02/2023
    Target
    Danvers, MA
Other Businesses

OBA-122982|OrgNmn:Uber|Org Addr:PEABODY,Massachuse,US|OBA Nature:Driving people|Invst Rel:N|Title:Uber Driver|Duties:Giving people rides|StrtDt:09-11-25|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-02
S63 Uniform Securities Agent State Law Examination 2025-02-05
  • S66 Uniform Combined State Law Examination
    2026-02-02
  • S63 Uniform Securities Agent State Law Examination
    2025-02-05

View on SEC IAPD

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