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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-12
RI RA APPROVED 2026-05-05
TX RA APPROVED 2026-05-05
  • MA RA
    APPROVED
    Since 2026-05-12
  • RI RA
    APPROVED
    Since 2026-05-05
  • TX RA
    APPROVED
    Since 2026-05-05

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

Stoughton, 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
Quieto Consultant Engineers Braintree MA 08/2021 10/2025
Roxannes Tacqueria Canton MA 01/2019 09/2021
Bjs Wholesale Club Stoughton MA 11/2020 03/2021
Provost Companies Inc Stoughton MA 09/2019 02/2020
Bentley University Waltham MA 09/2022 05/2025
Kellys Place A Family Restaurant Canton MA 05/2021 09/2025
Fidelity Investments Smithfield RI 10/2025 Present
Suburban Home Health Care Brookline MA 06/2023 08/2023
Horizon Beverage Norton MA 08/2021 07/2025
Unemployed Stoughton MA 01/2015 09/2019
  • 08/2021 → 10/2025
    Quieto Consultant Engineers
    Braintree, MA
  • 01/2019 → 09/2021
    Roxannes Tacqueria
    Canton, MA
  • 11/2020 → 03/2021
    Bjs Wholesale Club
    Stoughton, MA
  • 09/2019 → 02/2020
    Provost Companies Inc
    Stoughton, MA
  • 09/2022 → 05/2025
    Bentley University
    Waltham, MA
  • 05/2021 → 09/2025
    Kellys Place A Family Restaurant
    Canton, MA
  • 10/2025 → Present
    Fidelity Investments
    Smithfield, RI
  • 06/2023 → 08/2023
    Suburban Home Health Care
    Brookline, MA
  • 08/2021 → 07/2025
    Horizon Beverage
    Norton, MA
  • 01/2015 → 09/2019
    Unemployed
    Stoughton, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-14
  • S66 Uniform Combined State Law Examination
    2026-04-14

View on SEC IAPD

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