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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2026-03-19
TX RA APPROVED 2026-03-19
  • RI RA
    APPROVED
    Since 2026-03-19
  • TX RA
    APPROVED
    Since 2026-03-19

Branch Locations

Cranston, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Unemployed Cranston RI 08/2024 10/2024
Whole Foods Market Cranston RI 07/2024 08/2024
Dattco Cranston RI 04/2024 04/2024
Unemployed Cranston RI 10/2018 03/2020
Fidelity Investments Smithfield RI 11/2025 Present
Southern New Hampshire University Manchester NH 03/2020 07/2023
Gamestop Cranston RI 10/2024 01/2025
Thomas D'ERcole Cranston RI 06/2021 02/2024
Cole Craft Gifts Cranston RI 08/2016 10/2018
Citizens Bank Cranston RI 02/2025 11/2025
Unemployed Cranston RI 04/2024 07/2024
Unemployed Cranston RI 02/2024 04/2024
  • 08/2024 → 10/2024
    Unemployed
    Cranston, RI
  • 07/2024 → 08/2024
    Whole Foods Market
    Cranston, RI
  • 04/2024 → 04/2024
    Dattco
    Cranston, RI
  • 10/2018 → 03/2020
    Unemployed
    Cranston, RI
  • 11/2025 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2020 → 07/2023
    Southern New Hampshire University
    Manchester, NH
  • 10/2024 → 01/2025
    Gamestop
    Cranston, RI
  • 06/2021 → 02/2024
    Thomas D'ERcole
    Cranston, RI
  • 08/2016 → 10/2018
    Cole Craft Gifts
    Cranston, RI
  • 02/2025 → 11/2025
    Citizens Bank
    Cranston, RI
  • 04/2024 → 07/2024
    Unemployed
    Cranston, RI
  • 02/2024 → 04/2024
    Unemployed
    Cranston, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-13
  • S66 Uniform Combined State Law Examination
    2026-03-13

View on SEC IAPD

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