Donald Andrew Cross

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2025-03-31

NY RA
APPROVED

Since 2025-03-31

Branch Locations

Commack, NY • United States

142 New Moriches Road, Lake Grove, NY 11755-1300 • United States

150 Motor Parkway, Hauppauge, NY 11788 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
The Prudential Insurance Company Of America	Melville	NY	01/2015	10/2018
Pruco Securities Llc	Melville	NY	01/2015	10/2018
Jp Morgan Securities, Llc	Long Beach	NY	10/2018	06/2022
Jp Morgan Chase Bank, N.A.	Long Beach	NY	10/2018	06/2022
Fidelity Investments	Lake Grove	NY	07/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

01/2015 → 10/2018

The Prudential Insurance Company Of America

Melville, NY
01/2015 → 10/2018

Pruco Securities Llc

Melville, NY
10/2018 → 06/2022

Jp Morgan Securities, Llc

Long Beach, NY
10/2018 → 06/2022

Jp Morgan Chase Bank, N.A.

Long Beach, NY
07/2022 → Present

Fidelity Investments

Lake Grove, NY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-10-06 → 2025-03-31

Fidelity Personal And Workplace Advisors

Lake Grove, NY
2018-10-26 → 2022-07-01

J.P. Morgan Securities Llc

Long Beach, NY

Long Beach, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2018-07-27
S63	Uniform Securities Agent State Law Examination	2011-05-05

S65 Uniform Investment Adviser Law Examination

2018-07-27
S63 Uniform Securities Agent State Law Examination

2011-05-05

Other Names

Donald Cross

View on SEC IAPD