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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-13
NY RA APPROVED 2025-08-27
  • TX RA
    APPROVED_RES
    Since 2026-04-13
  • NY RA
    APPROVED
    Since 2025-08-27

Branch Locations

Webster, NY • United States

2780 Monroe Ave Suite 201, Rochester, NY 14618-4139 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Truth Collective Ny NY 12/2023 09/2024
Student At Rit Rochester NY 08/2013 06/2017
Fidelity Investments Rochester NY 02/2025 Present
Unemployed Rochester NY 06/2023 12/2023
Kodak Alaris Ny NY 01/2022 06/2023
Unemployed Rochester NY 09/2024 01/2025
Butler/Till Ny NY 05/2020 01/2022
Strand Marketing Ma MA 06/2017 02/2019
Saltwater Collective Nh NH 02/2019 06/2020
  • 12/2023 → 09/2024
    Truth Collective
    Ny, NY
  • 08/2013 → 06/2017
    Student At Rit
    Rochester, NY
  • 02/2025 → Present
    Fidelity Investments
    Rochester, NY
  • 06/2023 → 12/2023
    Unemployed
    Rochester, NY
  • 01/2022 → 06/2023
    Kodak Alaris
    Ny, NY
  • 09/2024 → 01/2025
    Unemployed
    Rochester, NY
  • 05/2020 → 01/2022
    Butler/Till
    Ny, NY
  • 06/2017 → 02/2019
    Strand Marketing
    Ma, MA
  • 02/2019 → 06/2020
    Saltwater Collective
    Nh, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-04
  • S66 Uniform Combined State Law Examination
    2025-06-04

View on SEC IAPD

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