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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-17
NY RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-11-17
  • NY RA
    APPROVED
    Since 2025-03-31

Branch Locations

1130 Franklin Avenue, Garden City, NY 11530-1687 • United States

Manhasset, NY • 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
Prudential Insurance Company Of America Roxbury MA 12/2021 06/2024
Pruco Securities, Llc. Roxbury MA 12/2021 06/2024
Brown Brothers Harriman Boston MA 08/2020 12/2020
Strathmore Vanderbilt Country Club Manhasset NY 06/2018 08/2019
Northeastern University Boston MA 08/2018 12/2021
Park Drug Manhasset NY 03/2017 08/2019
Unemployed Manhasset NY 01/2012 02/2017
Fidelity Investments Garden City NY 07/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2021 → 06/2024
    Prudential Insurance Company Of America
    Roxbury, MA
  • 12/2021 → 06/2024
    Pruco Securities, Llc.
    Roxbury, MA
  • 08/2020 → 12/2020
    Brown Brothers Harriman
    Boston, MA
  • 06/2018 → 08/2019
    Strathmore Vanderbilt Country Club
    Manhasset, NY
  • 08/2018 → 12/2021
    Northeastern University
    Boston, MA
  • 03/2017 → 08/2019
    Park Drug
    Manhasset, NY
  • 01/2012 → 02/2017
    Unemployed
    Manhasset, NY
  • 07/2024 → Present
    Fidelity Investments
    Garden City, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
    Garden City, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-10
S63 Uniform Securities Agent State Law Examination 2022-07-05
  • S66 Uniform Combined State Law Examination
    2025-02-10
  • S63 Uniform Securities Agent State Law Examination
    2022-07-05

View on SEC IAPD

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