Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

396 North Route 17, Paramus, NJ 07652-2907 • United States

West Orange, NJ • 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
M&T Securities New York NY 04/2013 07/2020
Fidelity Investments Paramus NJ 07/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2013 → 07/2020
    M&T Securities
    New York, NY
  • 07/2020 → Present
    Fidelity Investments
    Paramus, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-09-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Paramus, NJ
  • 2013-05-02 → 2020-08-04
    M&T Securities, Inc.
    New York, NY
    New York, NY
    Bensalem, PA
    Hopewell Junction, NY
    Saddlebrook, NJ
    Nyack, NY
    Chestnut Ridge, NY
    Wesley Hills, NY
    New City, NY
    Paramus, NJ
    Monsey, NY
    Piermont, NY
    Village Of Montebello, NY
    Buffalo, NY
    Parisippany, NJ
    Roseland, NJ
    Livingston, NJ
    Waldwick, NJ
    New Milford, NJ
    Dumont, NJ
    Oradell, NJ
    Cresskill, NJ
    Saddlebrook, NJ
    Paramus, NJ
    Paramus, NJ
    Parsippany, NJ
    River Vale, NJ
    Emerson, NJ
    Ridgewood, NJ
    Staten Island, NY
    Ramsey, NJ
    Staten Island, NY
    Staten Island, NY
    Paramus, NJ
    Staten Island, NY
    Paterson, NJ
    West Milford, NJ
    Glen Rock, NJ
    Staten Island, NY
    Mahwah, NJ
    Ramsey, NJ
    Midland Park, NJ
  • 2012-11-08 → 2013-04-29
    New York, NY
    New York, NY
  • 2009-08-25 → 2012-10-18
    Capital One Financial Advisors Llc
    Melville, NY
Other Businesses

OBA-16561|OrgNmn:Food Truck ownership|Org Addr:West Orang,New Jersey,US|OBA Nature:I own a food truck but current|Invst Rel:N|Title:I would be a food truck owner|Duties:My sole responsibility would be to provide the truck|StrtDt:11-01-20|TotHrs/mon:1|TrdHrs/mon:0|OBA-94894|OrgNmn:Crunch Fitness |Org Addr:Verona,New Jersey,US|OBA Nature:Fitness center|Invst Rel:N|Title:Fitness instructor|Duties:Teach an indoor cycling class|StrtDt:01-04-23|TotHrs/mon:12|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-07-30
S65 Uniform Investment Adviser Law Examination 1996-05-20
S63 Uniform Securities Agent State Law Examination 1994-10-13
  • S66 Uniform Combined State Law Examination
    2009-07-30
  • S65 Uniform Investment Adviser Law Examination
    1996-05-20
  • S63 Uniform Securities Agent State Law Examination
    1994-10-13
Designations

View on SEC IAPD

More in Paramus, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor