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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

East Providence, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Primary Education Providence RI 12/2011 06/2017
Providence College Providence RI 08/2017 05/2021
Unemployed East Providence RI 06/2021 11/2021
Fidelity Investments Smithfield RI 12/2021 Present
Providence College Providence RI 05/2019 08/2019
Metacomet Country Club East Providence RI 06/2017 08/2017
Metacomet Country Club East Providence RI 05/2018 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 12/2011 → 06/2017
    Primary Education
    Providence, RI
  • 08/2017 → 05/2021
    Providence College
    Providence, RI
  • 06/2021 → 11/2021
    Unemployed
    East Providence, RI
  • 12/2021 → Present
    Fidelity Investments
    Smithfield, RI
  • 05/2019 → 08/2019
    Providence College
    Providence, RI
  • 06/2017 → 08/2017
    Metacomet Country Club
    East Providence, RI
  • 05/2018 → 08/2018
    Metacomet Country Club
    East Providence, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-13
S63 Uniform Securities Agent State Law Examination 2022-05-06
  • S66 Uniform Combined State Law Examination
    2023-03-13
  • S63 Uniform Securities Agent State Law Examination
    2022-05-06

View on SEC IAPD

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