Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31

Branch Locations

1261 Post Road, Fairfield, CT 06824-6072 • United States

Milfiord, CT • 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
J.P. Morgan Securities Llc New York NY 03/2015 01/2020
Unemployed Long Island City NY 02/2020 09/2020
Lpl Financial Llc Merrick Rd NY 09/2020 07/2021
Sterling National Bank Merrick NY 09/2020 07/2021
Citigroup Bedford Village NY 08/2021 01/2024
Unemployed Stamford CT 02/2024 06/2024
Fidelity Investments Scarsdale NY 07/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2015 → 01/2020
    New York, NY
  • 02/2020 → 09/2020
    Unemployed
    Long Island City, NY
  • 09/2020 → 07/2021
    Merrick Rd, NY
  • 09/2020 → 07/2021
    Sterling National Bank
    Merrick, NY
  • 08/2021 → 01/2024
    Citigroup
    Bedford Village, NY
  • 02/2024 → 06/2024
    Unemployed
    Stamford, CT
  • 07/2024 → Present
    Fidelity Investments
    Scarsdale, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Scarsdale, NY
  • 2021-08-11 → 2024-04-23
    Bedford Village, NY
    New York, NY
    Boca Raton, FL
    Fort Mill, SC
    Stamford, CT
    Stamford, CT
    Boca Raton, FL
  • 2020-09-23 → 2021-08-11
    Long Island City, NY
    Merrick, NY
    Long Island City, NY
    Glen Cove, NY
  • 2015-03-23 → 2020-02-07
    New York, NY
  • 2012-11-08 → 2015-03-19
    Td Ameritrade, Inc.
    Manhasset, NY
  • 2012-11-08 → 2015-03-19
    Td Ameritrade Investment Management, Llc
    Great Neck, NY
  • 2011-03-29 → 2012-10-23
    Msi Financial Services, Inc.
    New York, NY
    New York, NY
  • 2010-05-03 → 2011-04-07
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-01-28
  • S66 Uniform Combined State Law Examination
    2010-01-28

View on SEC IAPD

More in Fairfield, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor