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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-17
MA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-04-17
  • MA RA
    APPROVED
    Since 2025-03-31

Branch Locations

571 Boston Turnpike Suite 2, Shrewsbury, MA 01545-5977 • United States

Westborough, MA • 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
Dhl E Commerce Westborough MA 11/2019 12/2019
Autism Learning Partners Worcester MA 04/2019 08/2019
Unibank Whitinsville MA 12/2016 07/2017
Westborough School District Westborough MA 03/2019 10/2019
Santander Bank, Na Boston MA 12/2019 01/2024
Unemployed Westborough MA 11/2011 11/2016
Fidelity Investments Shrewsbury MA 01/2024 Present
Unemployed Westborough MA 07/2017 04/2019
Santander Securities, Llc Dorchester MA 03/2022 09/2022
Fidelity Investments Boston MA 03/2025 Present
  • 11/2019 → 12/2019
    Dhl E Commerce
    Westborough, MA
  • 04/2019 → 08/2019
    Autism Learning Partners
    Worcester, MA
  • 12/2016 → 07/2017
    Unibank
    Whitinsville, MA
  • 03/2019 → 10/2019
    Westborough School District
    Westborough, MA
  • 12/2019 → 01/2024
    Santander Bank, Na
    Boston, MA
  • 11/2011 → 11/2016
    Unemployed
    Westborough, MA
  • 01/2024 → Present
    Fidelity Investments
    Shrewsbury, MA
  • 07/2017 → 04/2019
    Unemployed
    Westborough, MA
  • 03/2022 → 09/2022
    Santander Securities, Llc
    Dorchester, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Shrewsbury, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-14
  • S66 Uniform Combined State Law Examination
    2024-06-14

View on SEC IAPD

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