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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-04
CT RA APPROVED 2025-04-03
NY RA APPROVED 2025-04-03
  • TX RA
    APPROVED
    Since 2026-02-04
  • CT RA
    APPROVED
    Since 2025-04-03
  • NY RA
    APPROVED
    Since 2025-04-03

Branch Locations

13A W 61St St, New York, NY 10023-0000 • United States

Mohegan Lake, 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
Quinnipiac University Hamden CT 08/2020 07/2024
Chloe New York City NY 06/2023 08/2023
High School Shrub Oak NY 08/2016 06/2020
Carrot Patch Hamden CT 09/2022 04/2023
Unemployed Shrub Oak NY 06/2015 08/2018
Unemployed Mohegan Lake NY 06/2020 08/2020
Lakeland Camp Yorktown Heights NY 07/2018 02/2019
Unemployed Mohegan Lake NY 07/2024 10/2024
Fidelity Investments Greenwich CT 10/2024 Present
  • 08/2020 → 07/2024
    Quinnipiac University
    Hamden, CT
  • 06/2023 → 08/2023
    Chloe
    New York City, NY
  • 08/2016 → 06/2020
    High School
    Shrub Oak, NY
  • 09/2022 → 04/2023
    Carrot Patch
    Hamden, CT
  • 06/2015 → 08/2018
    Unemployed
    Shrub Oak, NY
  • 06/2020 → 08/2020
    Unemployed
    Mohegan Lake, NY
  • 07/2018 → 02/2019
    Lakeland Camp
    Yorktown Heights, NY
  • 07/2024 → 10/2024
    Unemployed
    Mohegan Lake, NY
  • 10/2024 → Present
    Fidelity Investments
    Greenwich, CT
Other Businesses

OBA-114164|OrgNmn:Pilates Teacher |Org Addr:Chappaqua,New York,US|OBA Nature:Pilates Studio |Invst Rel:N|Title:Pilates Teacher |Duties:Teaching Pilates |StrtDt:11-25-24|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-25
  • S66 Uniform Combined State Law Examination
    2025-03-25

View on SEC IAPD

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