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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
MA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-01-08
  • MA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Andover, MA • United States

405 Cochituate Road, Framingham, MA 01701-4648 • 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
Putnam Investments Andover MA 06/2015 04/2017
John Hancock Distributors Llc Boston MA 05/2017 02/2019
John Hancock Boston MA 04/2017 02/2019
John Hancock Funds, Inc. Boston MA 02/2019 07/2023
John Hancock Boston MA 02/2019 07/2023
Fidelity Investments Framingham MA 08/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 04/2017
    Putnam Investments
    Andover, MA
  • 05/2017 → 02/2019
    John Hancock Distributors Llc
    Boston, MA
  • 04/2017 → 02/2019
    John Hancock
    Boston, MA
  • 02/2019 → 07/2023
    John Hancock Funds, Inc.
    Boston, MA
  • 02/2019 → 07/2023
    John Hancock
    Boston, MA
  • 08/2023 → Present
    Fidelity Investments
    Framingham, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-02-19
S63 Uniform Securities Agent State Law Examination 2017-03-02
  • S65 Uniform Investment Adviser Law Examination
    2019-02-19
  • S63 Uniform Securities Agent State Law Examination
    2017-03-02
Designations

View on SEC IAPD

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