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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-13
MA RA APPROVED 2025-12-03
  • TX RA
    APPROVED
    Since 2026-07-13
  • MA RA
    APPROVED
    Since 2025-12-03

Branch Locations

155 Congress St, Boston, MA 02110-2511 • United States

Medford, MA • 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
Doordash Services San Francisco CA 09/2022 05/2023
Hub Donuts Inc. Medford MA 11/2019 02/2024
Uber Eats San Francisco CA 01/2023 05/2023
Fidelity House Arlington MA 06/2017 08/2021
Wegmans Medford MA 02/2024 06/2025
Medford High School Medford MA 06/2015 06/2017
Fmr Llc Boston MA 06/2024 08/2024
Fidelity Investments Boston MA 07/2025 Present
West Haven Donuts Inc West Haven CT 09/2021 12/2022
  • 09/2022 → 05/2023
    Doordash Services
    San Francisco, CA
  • 11/2019 → 02/2024
    Hub Donuts Inc.
    Medford, MA
  • 01/2023 → 05/2023
    Uber Eats
    San Francisco, CA
  • 06/2017 → 08/2021
    Fidelity House
    Arlington, MA
  • 02/2024 → 06/2025
    Wegmans
    Medford, MA
  • 06/2015 → 06/2017
    Medford High School
    Medford, MA
  • 06/2024 → 08/2024
    Fmr Llc
    Boston, MA
  • 07/2025 → Present
    Fidelity Investments
    Boston, MA
  • 09/2021 → 12/2022
    West Haven Donuts Inc
    West Haven, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-20
  • S66 Uniform Combined State Law Examination
    2025-11-20

View on SEC IAPD

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