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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-01-12
TX RA APPROVED 2026-01-12
  • NJ RA
    APPROVED
    Since 2026-01-12
  • TX RA
    APPROVED
    Since 2026-01-12

Branch Locations

Ramsey, NJ • 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
Kpmg, Llp Short Hills NJ 12/2020 09/2025
Fidelity Investments Trenton NJ 09/2025 Present
State Street Corp. Boston MA 03/2009 12/2020
  • 12/2020 → 09/2025
    Kpmg, Llp
    Short Hills, NJ
  • 09/2025 → Present
    Fidelity Investments
    Trenton, NJ
  • 03/2009 → 12/2020
    State Street Corp.
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-06
  • S66 Uniform Combined State Law Examination
    2026-01-06
Other Names
  • Simone De Carlo

View on SEC IAPD

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