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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-09-30
NH RA APPROVED 2025-09-19
TX RA APPROVED 2025-09-19
  • MA RA
    APPROVED
    Since 2025-09-30
  • NH RA
    APPROVED
    Since 2025-09-19
  • TX RA
    APPROVED
    Since 2025-09-19

Branch Locations

Lowell, MA • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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
University Of Massachusetts Lowell Lowell MA 03/2020 08/2020
Fidelity Investments Merrimack NH 08/2025 Present
University Of Massachusetts Lowell Lowell MA 08/2018 04/2019
University Of Massachusetts Lowell Lowell MA 01/2021 06/2021
United Parcel Service Sandy Springs GA 12/2020 01/2021
Black Diamond Networks Llc Andover MA 01/2022 04/2025
The Moody Street Group Auburndale MA 06/2021 08/2025
Golf Country Llc Middleton MA 05/2018 08/2018
Matros Ocean Club Boston MA 04/2019 03/2020
Davios Northern Italian Steakhouse Lynnfield MA 10/2015 08/2018
Storrow Company Cambridge MA 08/2020 07/2022
  • 03/2020 → 08/2020
    University Of Massachusetts Lowell
    Lowell, MA
  • 08/2025 → Present
    Fidelity Investments
    Merrimack, NH
  • 08/2018 → 04/2019
    University Of Massachusetts Lowell
    Lowell, MA
  • 01/2021 → 06/2021
    University Of Massachusetts Lowell
    Lowell, MA
  • 12/2020 → 01/2021
    United Parcel Service
    Sandy Springs, GA
  • 01/2022 → 04/2025
    Black Diamond Networks Llc
    Andover, MA
  • 06/2021 → 08/2025
    The Moody Street Group
    Auburndale, MA
  • 05/2018 → 08/2018
    Golf Country Llc
    Middleton, MA
  • 04/2019 → 03/2020
    Matros Ocean Club
    Boston, MA
  • 10/2015 → 08/2018
    Davios Northern Italian Steakhouse
    Lynnfield, MA
  • 08/2020 → 07/2022
    Storrow Company
    Cambridge, MA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-08-27
S65 Uniform Investment Adviser Law Examination 2023-10-12
  • S63 Uniform Securities Agent State Law Examination
    2024-08-27
  • S65 Uniform Investment Adviser Law Examination
    2023-10-12

View on SEC IAPD

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