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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-05-29
RI RA APPROVED 2025-05-22
TX RA APPROVED 2025-05-22
  • MA RA
    APPROVED
    Since 2025-05-29
  • RI RA
    APPROVED
    Since 2025-05-22
  • TX RA
    APPROVED
    Since 2025-05-22

Branch Locations

Canton, MA • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Quincy Public Schools Canton MA 09/2021 06/2023
Xavier University Norwood OH 09/2017 09/2021
Unemployed Canton MA 06/2023 11/2023
Defunct Canton MA 04/2016 09/2017
Busy Dog Basement Technologies Wapole MA 11/2023 12/2024
Fidelity Investments Smithfield RI 01/2025 Present
  • 09/2021 → 06/2023
    Quincy Public Schools
    Canton, MA
  • 09/2017 → 09/2021
    Xavier University
    Norwood, OH
  • 06/2023 → 11/2023
    Unemployed
    Canton, MA
  • 04/2016 → 09/2017
    Defunct
    Canton, MA
  • 11/2023 → 12/2024
    Busy Dog Basement Technologies
    Wapole, MA
  • 01/2025 → Present
    Fidelity Investments
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-07
  • S66 Uniform Combined State Law Examination
    2025-05-07

View on SEC IAPD

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