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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
TX RA APPROVED_RES 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528 • United States

Francestown, NH • United States

Disclosures

1 disclosure category 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 No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Aldermans Rutland VT 06/2018 07/2021
Miller Auto Group Lebanon NH 05/2017 05/2018
Country Construction Randolph VT 09/2015 04/2017
Unemployed Stockbridge VT 07/2021 11/2021
Fidelity Investments Merrimack NH 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 07/2021
    Aldermans
    Rutland, VT
  • 05/2017 → 05/2018
    Miller Auto Group
    Lebanon, NH
  • 09/2015 → 04/2017
    Country Construction
    Randolph, VT
  • 07/2021 → 11/2021
    Unemployed
    Stockbridge, VT
  • 11/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-05-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-04-01
  • S66 Uniform Combined State Law Examination
    2022-04-01

View on SEC IAPD

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