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

Branch Locations

10 Memorial Boulevard, Providence, RI 02903-1160 • United States

N Providence, RI • 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
Fidelity Investments Smithfield RI 03/2022 Present
Butler Hospital Providence RI 03/2015 03/2022
Divine Investments Providence RI 09/2011 07/2019
Fidelity Investments Boston MA 03/2025 Present
  • 03/2022 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2015 → 03/2022
    Butler Hospital
    Providence, RI
  • 09/2011 → 07/2019
    Divine Investments
    Providence, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-28
S63 Uniform Securities Agent State Law Examination 2022-08-19
  • S66 Uniform Combined State Law Examination
    2023-06-28
  • S63 Uniform Securities Agent State Law Examination
    2022-08-19

View on SEC IAPD

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