Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-10-16
  • NY RA
    APPROVED
    Since 2025-10-16

Branch Locations

Sayville, NY • United States

142 New Moriches Road, Lake Grove, NY 11755-1300 • 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
Binghamton University Binghamton NY 08/2024 10/2024
Binghamton University Binghamton NY 08/2022 05/2023
Island Breeze New York NY 06/2022 08/2022
Island Shine Home Services New York NY 06/2024 07/2025
Downtown Beer Tree New York NY 08/2023 10/2023
Dicks House Of Sports New York NY 10/2024 04/2025
Dp Dough New York NY 04/2024 05/2024
Fidelity Investments Lake Grove NY 07/2025 Present
Snapper Inn New York NY 06/2021 01/2023
Strategies For Wealth New York NY 06/2024 08/2024
Sayville High School Sayville NY 01/2015 06/2021
Island Mermaid New York NY 05/2023 08/2023
Binghamton University Binghamton NY 10/2023 04/2024
  • 08/2024 → 10/2024
    Binghamton University
    Binghamton, NY
  • 08/2022 → 05/2023
    Binghamton University
    Binghamton, NY
  • 06/2022 → 08/2022
    Island Breeze
    New York, NY
  • 06/2024 → 07/2025
    Island Shine Home Services
    New York, NY
  • 08/2023 → 10/2023
    Downtown Beer Tree
    New York, NY
  • 10/2024 → 04/2025
    Dicks House Of Sports
    New York, NY
  • 04/2024 → 05/2024
    Dp Dough
    New York, NY
  • 07/2025 → Present
    Fidelity Investments
    Lake Grove, NY
  • 06/2021 → 01/2023
    Snapper Inn
    New York, NY
  • 06/2024 → 08/2024
    Strategies For Wealth
    New York, NY
  • 01/2015 → 06/2021
    Sayville High School
    Sayville, NY
  • 05/2023 → 08/2023
    Island Mermaid
    New York, NY
  • 10/2023 → 04/2024
    Binghamton University
    Binghamton, NY
Other Businesses

OBA-121227|OrgNmn:Island Shine Home Services LLC|Org Addr:Sayville,New York,US|OBA Nature:Provide outdoor home maintenan|Invst Rel:N|Title:Partner|Duties:Run company client operations|StrtDt:05-30-24|TotHrs/mon:30|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-10
  • S66 Uniform Combined State Law Examination
    2025-10-10

View on SEC IAPD

More in Sayville, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor