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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-29
  • FL RA
    APPROVED
    Since 2026-06-29

Branch Locations

1057 Lake Sumter Landing, The Villages, FL 32162-2698 • United States

Orlando, FL • 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 Orlando FL 12/2015 06/2021
Universal Orlando Orlando FL 06/2022 02/2026
Avis Budget Group Orlando FL 06/2021 07/2022
Fidelity Investments The Villages FL 02/2026 Present
  • 12/2015 → 06/2021
    Unemployed
    Orlando, FL
  • 06/2022 → 02/2026
    Universal Orlando
    Orlando, FL
  • 06/2021 → 07/2022
    Avis Budget Group
    Orlando, FL
  • 02/2026 → Present
    Fidelity Investments
    The Villages, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-08
  • S66 Uniform Combined State Law Examination
    2026-06-08
Other Names
  • Louis Satmaria

View on SEC IAPD

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