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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31

Branch Locations

245 Summer Street, Boston, MA 02210-1129 • United States

Plaistow, NH • 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 Merrimack NH 07/2014 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2014 → Present
    Fidelity Brokerage Services, Llc
    Merrimack, NH
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Plaistow, NH
  • 2017-09-06 → 2018-07-13
    Hingham, MA
Other Businesses

OBA-15875|OrgNmn:Poshmark|Org Addr:Plaistow,New Hampsh,US|OBA Nature:Website platform to sell cloth|Invst Rel:N|Title:Seller|Duties:I will not work for Poshmark, but rather use the platform the business provides to sell my clothing.|StrtDt:07-24-20|TotHrs/mon:5|TrdHrs/mon:0|OBA-6313|OrgNmn:no name|Org Addr:Plaistow,New Hampsh,US|OBA Nature:Ebay sales|Invst Rel:N|Title:No title|Duties:Sell items on Ebay|StrtDt:05-14-15|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-21
S63 Uniform Securities Agent State Law Examination 2014-08-22
  • S65 Uniform Investment Adviser Law Examination
    2017-08-21
  • S63 Uniform Securities Agent State Law Examination
    2014-08-22
Other Names
  • Katelyn Bridget Noyes

View on SEC IAPD

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