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

Branch Locations

New Haven, CT • United States

265 Church St One Century Tower, New Haven, CT 06510-7013 • 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
High Point University High Point NC 08/2019 05/2020
Stony Brook Stony Brook NY 08/2020 05/2024
Old Saybrook High School Old Saybrook CT 08/2015 06/2019
Fidelity Investments New Haven CT 10/2024 Present
Pete Capezzone Old Saybrook CT 06/2017 06/2019
Waters Edge Resort And Spa Westbrook CT 05/2021 08/2021
Ac Petersen At Hallmark Old Lyme CT 06/2017 08/2017
Old Saybrook Parks And Recreation Old Saybrook CT 06/2018 08/2020
Fresh Salt: Saybrook Point Inn Resort & Marina Old Saybrook CT 05/2022 10/2024
Fidelity Investments Boston MA 03/2025 Present
  • 08/2019 → 05/2020
    High Point University
    High Point, NC
  • 08/2020 → 05/2024
    Stony Brook
    Stony Brook, NY
  • 08/2015 → 06/2019
    Old Saybrook High School
    Old Saybrook, CT
  • 10/2024 → Present
    Fidelity Investments
    New Haven, CT
  • 06/2017 → 06/2019
    Pete Capezzone
    Old Saybrook, CT
  • 05/2021 → 08/2021
    Waters Edge Resort And Spa
    Westbrook, CT
  • 06/2017 → 08/2017
    Ac Petersen At Hallmark
    Old Lyme, CT
  • 06/2018 → 08/2020
    Old Saybrook Parks And Recreation
    Old Saybrook, CT
  • 05/2022 → 10/2024
    Fresh Salt: Saybrook Point Inn Resort & Marina
    Old Saybrook, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New Haven, CT
    Old Saybrook, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-20
  • S66 Uniform Combined State Law Examination
    2025-02-20
Other Names
  • Shane Patrick Henderson
  • Shane Henderson

View on SEC IAPD

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