Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-14
CT RA APPROVED 2025-10-08
  • TX RA
    APPROVED
    Since 2026-08-14
  • CT RA
    APPROVED
    Since 2025-10-08

Branch Locations

Stamford, CT • United States

1261 Post Road, Fairfield, CT 06824-6072 • 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
Fidelity Investments Fairfield CT 06/2025 Present
University Of Maryland College Park MD 08/2021 05/2025
Norwell High School Norwell MA 08/2017 06/2021
Norwell Middle School Norwell MA 06/2014 07/2017
Enterprise Mobility Rockville MD 05/2024 08/2024
Roche Bros Pembroke MA 06/2020 08/2020
Cross Street Flower Farm Norwell MA 05/2021 08/2023
  • 06/2025 → Present
    Fidelity Investments
    Fairfield, CT
  • 08/2021 → 05/2025
    University Of Maryland
    College Park, MD
  • 08/2017 → 06/2021
    Norwell High School
    Norwell, MA
  • 06/2014 → 07/2017
    Norwell Middle School
    Norwell, MA
  • 05/2024 → 08/2024
    Enterprise Mobility
    Rockville, MD
  • 06/2020 → 08/2020
    Roche Bros
    Pembroke, MA
  • 05/2021 → 08/2023
    Cross Street Flower Farm
    Norwell, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-26
  • S66 Uniform Combined State Law Examination
    2025-09-26

View on SEC IAPD

More in Stamford, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor