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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-01-07
  • MA RA
    APPROVED
    Since 2026-01-07

Branch Locations

109 University Ave Ste 107, Westwood, MA 02090-2306 • United States

Milton, 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
Fidelity Investments Westwood MA 06/2024 08/2024
Unemployed Milton MA 07/2015 05/2019
Fairfield University Fairfield CT 09/2021 06/2025
Boys & Girls Club Of Dorchester Dorchester MA 06/2023 08/2023
Common Market/ Darcy'S Village Pub Quincy MA 01/2021 06/2023
Pats Pizza Dorchester MA 01/2024 06/2024
Super Elettro-Market Florence 09/2023 12/2023
Aramark/ U.S Open Brookline MA 06/2022 06/2022
Fidelity Investments Westwood MA 07/2025 Present
The Bowery Bar Dorchester MA 06/2019 09/2019
Milton Parcs And Recreation Milton MA 10/2019 12/2020
  • 06/2024 → 08/2024
    Fidelity Investments
    Westwood, MA
  • 07/2015 → 05/2019
    Unemployed
    Milton, MA
  • 09/2021 → 06/2025
    Fairfield University
    Fairfield, CT
  • 06/2023 → 08/2023
    Boys & Girls Club Of Dorchester
    Dorchester, MA
  • 01/2021 → 06/2023
    Common Market/ Darcy'S Village Pub
    Quincy, MA
  • 01/2024 → 06/2024
    Pats Pizza
    Dorchester, MA
  • 09/2023 → 12/2023
    Super Elettro-Market
    Florence
  • 06/2022 → 06/2022
    Aramark/ U.S Open
    Brookline, MA
  • 07/2025 → Present
    Fidelity Investments
    Westwood, MA
  • 06/2019 → 09/2019
    The Bowery Bar
    Dorchester, MA
  • 10/2019 → 12/2020
    Milton Parcs And Recreation
    Milton, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-03
  • S66 Uniform Combined State Law Examination
    2025-12-03

View on SEC IAPD

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