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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Merrick, NY • 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 Yes
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Equitable Advisors, Llc New York NY 11/2021 03/2022
Unemployed Merrick NY 05/2021 10/2021
Binghamton University Binghamton NY 08/2016 05/2021
Nirchis Pizza Binghamton NY 02/2019 10/2020
Ja New Generation Construction Corp Seaford NY 06/2018 08/2018
Fidelity Investments Merrimack NH 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2021 → 03/2022
    New York, NY
  • 05/2021 → 10/2021
    Unemployed
    Merrick, NY
  • 08/2016 → 05/2021
    Binghamton University
    Binghamton, NY
  • 02/2019 → 10/2020
    Nirchis Pizza
    Binghamton, NY
  • 06/2018 → 08/2018
    Ja New Generation Construction Corp
    Seaford, NY
  • 05/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    Merrick, NY
  • 2021-12-21 → 2022-03-18
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-07
  • S66 Uniform Combined State Law Examination
    2021-08-07

View on SEC IAPD

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