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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Bloomfield, NJ • United States

57 State Route 23 West Belt Plaza, Wayne, NJ 07470-6936 • 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
The Ayco Company, L.P/Mercer Allied Parsippany NJ 06/2014 09/2019
William Grant & Sons Edison NJ 09/2019 11/2019
Unemployed Bloomfield NJ 11/2019 06/2020
Fidelity Investments Wayne NJ 06/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2014 → 09/2019
    The Ayco Company, L.P/Mercer Allied
    Parsippany, NJ
  • 09/2019 → 11/2019
    William Grant & Sons
    Edison, NJ
  • 11/2019 → 06/2020
    Unemployed
    Bloomfield, NJ
  • 06/2020 → Present
    Fidelity Investments
    Wayne, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-02-17
  • S66 Uniform Combined State Law Examination
    2015-02-17

View on SEC IAPD

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