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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-05
PA RA APPROVED 2026-01-19
  • TX RA
    APPROVED
    Since 2026-06-05
  • PA RA
    APPROVED
    Since 2026-01-19

Branch Locations

Philadelphia, PA • United States

1735 Market St Mellon Bank Center, Philadelphia, PA 19103-2998 • 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
Chipotle Burke VA 05/2021 07/2021
University Of Pennsylvania Philadelphia PA 09/2024 06/2025
Fidelity Investments Warrington PA 07/2025 Present
Drexel University Philadelphia PA 08/2021 08/2024
Bishop O'COnnell High School Arlington VA 08/2016 07/2020
Chipotle Burke VA 06/2020 07/2020
Pennsylvania State University State College PA 08/2020 07/2021
  • 05/2021 → 07/2021
    Chipotle
    Burke, VA
  • 09/2024 → 06/2025
    University Of Pennsylvania
    Philadelphia, PA
  • 07/2025 → Present
    Fidelity Investments
    Warrington, PA
  • 08/2021 → 08/2024
    Drexel University
    Philadelphia, PA
  • 08/2016 → 07/2020
    Bishop O'COnnell High School
    Arlington, VA
  • 06/2020 → 07/2020
    Chipotle
    Burke, VA
  • 08/2020 → 07/2021
    Pennsylvania State University
    State College, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-06
  • S66 Uniform Combined State Law Examination
    2026-01-06

View on SEC IAPD

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