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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-06-12
MA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2026-06-12
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

One North Lasalle Street, Chicago, IL 60602-3902 • United States

Chicago, IL • 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
Camp Tevya Brookline NH 06/2019 08/2019
Fidelity Investments Boston MA 05/2024 Present
Guardian Life Insurance Company Needham MA 05/2023 04/2024
Park Avenue Securities Needham MA 06/2023 04/2024
Framingham High School Framingham MA 09/2015 08/2019
The Goat Riversouth Columbus OH 05/2022 08/2022
The Ohio State University Columbus OH 08/2019 05/2022
The Ohio State University Columbus OH 08/2022 05/2023
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → 08/2019
    Camp Tevya
    Brookline, NH
  • 05/2024 → Present
    Fidelity Investments
    Boston, MA
  • 05/2023 → 04/2024
    Guardian Life Insurance Company
    Needham, MA
  • 06/2023 → 04/2024
    Park Avenue Securities
    Needham, MA
  • 09/2015 → 08/2019
    Framingham High School
    Framingham, MA
  • 05/2022 → 08/2022
    The Goat Riversouth
    Columbus, OH
  • 08/2019 → 05/2022
    The Ohio State University
    Columbus, OH
  • 08/2022 → 05/2023
    The Ohio State University
    Columbus, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2024-03-05 → 2024-04-01
    Needham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-19
  • S66 Uniform Combined State Law Examination
    2024-01-19
Other Names
  • Isaac Myles Seletz
  • Isaac Seletz

View on SEC IAPD

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