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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-12-16
  • CT RA
    APPROVED
    Since 2025-12-16

Branch Locations

1261 Post Road, Fairfield, CT 06824-6072 • United States

Fairfield, 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
Loyola University Maryland Baltimore MD 07/2024 06/2025
Roger Ludlowe Middle School & Fairfield Ludlowe High School Fairfield CT 08/2015 05/2021
Loyola University Maryland Baltimore MD 08/2022 05/2023
R1De Fairfield CT 06/2025 08/2025
Marquee Pools & Service Inc. Bridgeport CT 05/2021 08/2021
Onedigital Atlanta GA 05/2024 07/2024
Heatmap News, Inc. New York City NY 05/2023 08/2023
Fidelity Investments Fairfield CT 08/2025 Present
Maruqee Pools & Service Inc. Bridgeport CT 05/2022 08/2022
Loyola University Maryland Baltimore MD 08/2021 05/2022
Loyola University Maryland Baltimore MD 08/2023 05/2024
  • 07/2024 → 06/2025
    Loyola University Maryland
    Baltimore, MD
  • 08/2015 → 05/2021
    Roger Ludlowe Middle School & Fairfield Ludlowe High School
    Fairfield, CT
  • 08/2022 → 05/2023
    Loyola University Maryland
    Baltimore, MD
  • 06/2025 → 08/2025
    R1De
    Fairfield, CT
  • 05/2021 → 08/2021
    Marquee Pools & Service Inc.
    Bridgeport, CT
  • 05/2024 → 07/2024
    Onedigital
    Atlanta, GA
  • 05/2023 → 08/2023
    Heatmap News, Inc.
    New York City, NY
  • 08/2025 → Present
    Fidelity Investments
    Fairfield, CT
  • 05/2022 → 08/2022
    Maruqee Pools & Service Inc.
    Bridgeport, CT
  • 08/2021 → 05/2022
    Loyola University Maryland
    Baltimore, MD
  • 08/2023 → 05/2024
    Loyola University Maryland
    Baltimore, MD
Other Businesses

OBA-122396|OrgNmn:R1DE|Org Addr:Fairfield,Connecticu,US|OBA Nature:Cycling studio|Invst Rel:N|Title:Employee|Duties:Front desk/sales position|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-12-04
  • S66 Uniform Combined State Law Examination
    2025-12-04
Other Names
  • Hannah Kleinbeck

View on SEC IAPD

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