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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Commack, NY • 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
Jpmorgan Chase Bank Na Bayside NY 01/2015 12/2017
Jpmorgan Securities Llc Bayside NY 01/2015 12/2017
Jpmorgan Chase Bank Na Forest Hills NY 01/2018 12/2019
Jpmorgan Securities Llc Forest Hills NY 01/2018 12/2019
Jpmorgan Securities Llc Forest Hills NY 01/2020 11/2022
Fidelity Investments Oakland Gardens NY 12/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2015 → 12/2017
    Jpmorgan Chase Bank Na
    Bayside, NY
  • 01/2015 → 12/2017
    Jpmorgan Securities Llc
    Bayside, NY
  • 01/2018 → 12/2019
    Jpmorgan Chase Bank Na
    Forest Hills, NY
  • 01/2018 → 12/2019
    Jpmorgan Securities Llc
    Forest Hills, NY
  • 01/2020 → 11/2022
    Jpmorgan Securities Llc
    Forest Hills, NY
  • 12/2022 → Present
    Fidelity Investments
    Oakland Gardens, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Oakland Gardens, NY
  • 2020-08-31 → 2022-11-22
    Bayside, NY
    Forest Hills, NY
    Queens Village, NY
    Jamaica, NY
    Forest Hills, NY
    Jamaica Estates, NY
Other Businesses

OBA-126921|OrgNmn:The Q, Quality Services for Independent Living|Org Addr:Great Neck,New York,US|OBA Nature:Contractor that provides servi|Invst Rel:N|Title:Independent Contractor|Duties:Sometimes format laptop hard drives. Set up Windows. Set up software & services on laptop needed for an employee to use it for their role.|StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-02-24
S63 Uniform Securities Agent State Law Examination 2008-11-25
  • S66 Uniform Combined State Law Examination
    2020-02-24
  • S63 Uniform Securities Agent State Law Examination
    2008-11-25

View on SEC IAPD

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