Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
RI RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Canton, MA • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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
Morgan Stanley Boston MA 03/2017 07/2017
Unemployed Boston MA 01/2016 02/2017
Morgan Stanley Private Bank, National Association New York NY 04/2017 07/2017
Citizens Bank Milton MA 02/2018 12/2020
Citizens Securities, Inc Milton MA 03/2018 12/2020
Unemployed Canton MA 08/2017 02/2018
Citizens Securities Newton MA 01/2021 10/2021
Fidelity Investments Merrimac NH 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2017 → 07/2017
    Morgan Stanley
    Boston, MA
  • 01/2016 → 02/2017
    Unemployed
    Boston, MA
  • 04/2017 → 07/2017
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 02/2018 → 12/2020
    Citizens Bank
    Milton, MA
  • 03/2018 → 12/2020
    Milton, MA
  • 08/2017 → 02/2018
    Unemployed
    Canton, MA
  • 01/2021 → 10/2021
    Citizens Securities
    Newton, MA
  • 10/2021 → Present
    Fidelity Investments
    Merrimac, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
  • 2018-09-19 → 2020-12-31
    Milton, MA
    Dedham, MA
    Dedham, MA
    Hudson, MA
    Newtonville, MA
    Hudson, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-21
S63 Uniform Securities Agent State Law Examination 1995-03-07
  • S66 Uniform Combined State Law Examination
    2017-11-21
  • S63 Uniform Securities Agent State Law Examination
    1995-03-07
Other Names
  • John William Conroy

View on SEC IAPD

More in Canton, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor