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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1524 S. Lindbergh Boulevard, St. Louis, MO 63131-3513 • United States

Saint Charles, MO • 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
Russo's Catering Saint Louis MO 11/2016 05/2021
Fratelli's Ristorante Saint Charles MO 01/2021 04/2022
Charles Schwab Saint Louis MO 06/2022 03/2023
Fidelity Investments Saint Louis MO 06/2023 Present
Unemployed Bridgeton MO 12/2010 11/2016
Fidelity Investments Boston MA 03/2025 Present
  • 11/2016 → 05/2021
    Russo's Catering
    Saint Louis, MO
  • 01/2021 → 04/2022
    Fratelli's Ristorante
    Saint Charles, MO
  • 06/2022 → 03/2023
    Charles Schwab
    Saint Louis, MO
  • 06/2023 → Present
    Fidelity Investments
    Saint Louis, MO
  • 12/2010 → 11/2016
    Unemployed
    Bridgeton, MO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-12
  • S66 Uniform Combined State Law Examination
    2023-08-12

View on SEC IAPD

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