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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Denver, CO • United States

Denver, CO • United States

9185 East Westview Road, Lone Tree, CO 80124-5134 • United States

8085 S Chester Street Suite 250, Centennial, CO 80112-3543 • 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
Fidelity Brokerage Services, Llc Greenwood Village CO 02/2015 09/2020
E*Trade Securities Llc Centennial CO 09/2020 11/2020
E*Trade Securities Llc Denver CO 11/2020 03/2021
First Citizens Investor Services Raleigh NC 09/2021 03/2022
Brinkerhoff Hospitality Castle Rock CO 06/2021 08/2021
Fidelity Investments Lone Tree CO 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2015 → 09/2020
    Fidelity Brokerage Services, Llc
    Greenwood Village, CO
  • 09/2020 → 11/2020
    E*Trade Securities Llc
    Centennial, CO
  • 11/2020 → 03/2021
    E*Trade Securities Llc
    Denver, CO
  • 09/2021 → 03/2022
    First Citizens Investor Services
    Raleigh, NC
  • 06/2021 → 08/2021
    Brinkerhoff Hospitality
    Castle Rock, CO
  • 04/2022 → Present
    Fidelity Investments
    Lone Tree, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-23
S63 Uniform Securities Agent State Law Examination 2015-04-06
  • S66 Uniform Combined State Law Examination
    2021-12-23
  • S63 Uniform Securities Agent State Law Examination
    2015-04-06
Other Names
  • Tara Susalski
  • Tara Jazmine Susalski
  • Tara Shakeshaft
  • Tara Jazmine Shakeshaft

View on SEC IAPD

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