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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-06-09
RI RA APPROVED 2026-05-27
TX RA APPROVED 2026-05-27
  • MA RA
    APPROVED
    Since 2026-06-09
  • RI RA
    APPROVED
    Since 2026-05-27
  • TX RA
    APPROVED
    Since 2026-05-27

Branch Locations

Norton, MA • 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
Needham High School Needham MA 09/2015 05/2019
Autism Therapeutic Services Worcester MA 06/2022 09/2022
Unemployed Needham MA 09/2024 11/2024
Fidelity Investments Smithfield RI 01/2026 Present
Umass Residential Life Amherst MA 08/2022 05/2023
Fidelity Investments Smithfield RI 11/2024 01/2026
Lifetime Fitness Chestnut Hill MA 05/2020 06/2023
Charles River Medical Associates Wellesley MA 06/2023 09/2024
University Of Massachusetts - Amherst Amherst MA 09/2020 05/2023
Unemployed Needham MA 01/2016 05/2020
University Of Pittsburgh - Pittsburgh Pittsburgh PA 08/2019 03/2020
  • 09/2015 → 05/2019
    Needham High School
    Needham, MA
  • 06/2022 → 09/2022
    Autism Therapeutic Services
    Worcester, MA
  • 09/2024 → 11/2024
    Unemployed
    Needham, MA
  • 01/2026 → Present
    Fidelity Investments
    Smithfield, RI
  • 08/2022 → 05/2023
    Umass Residential Life
    Amherst, MA
  • 11/2024 → 01/2026
    Fidelity Investments
    Smithfield, RI
  • 05/2020 → 06/2023
    Lifetime Fitness
    Chestnut Hill, MA
  • 06/2023 → 09/2024
    Charles River Medical Associates
    Wellesley, MA
  • 09/2020 → 05/2023
    University Of Massachusetts - Amherst
    Amherst, MA
  • 01/2016 → 05/2020
    Unemployed
    Needham, MA
  • 08/2019 → 03/2020
    University Of Pittsburgh - Pittsburgh
    Pittsburgh, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-19
  • S66 Uniform Combined State Law Examination
    2026-05-19

View on SEC IAPD

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