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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-26
CT RA APPROVED 2026-01-29
  • TX RA
    APPROVED
    Since 2026-08-26
  • CT RA
    APPROVED
    Since 2026-01-29

Branch Locations

29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211 • United States

Farmington, CT • 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
Steve Norton Old Saybrook CT 05/2024 08/2024
Marguerite Tomeo Cheshire CT 07/2023 08/2023
Dave Caslin Old Saybrook CT 06/2021 08/2021
Unemployed Westbrook CT 05/2025 07/2025
University Of Maryland College Park MD 08/2021 05/2025
Suffield Public Schools Suffield CT 08/2014 06/2021
Francine Freeman New Haven CT 05/2023 08/2023
Fidelity Investments West Hartford CT 07/2025 Present
  • 05/2024 → 08/2024
    Steve Norton
    Old Saybrook, CT
  • 07/2023 → 08/2023
    Marguerite Tomeo
    Cheshire, CT
  • 06/2021 → 08/2021
    Dave Caslin
    Old Saybrook, CT
  • 05/2025 → 07/2025
    Unemployed
    Westbrook, CT
  • 08/2021 → 05/2025
    University Of Maryland
    College Park, MD
  • 08/2014 → 06/2021
    Suffield Public Schools
    Suffield, CT
  • 05/2023 → 08/2023
    Francine Freeman
    New Haven, CT
  • 07/2025 → Present
    Fidelity Investments
    West Hartford, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-23
  • S66 Uniform Combined State Law Examination
    2026-01-23
Other Names
  • Taylor Webber

View on SEC IAPD

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