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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
NH RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Warwick, MA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Us Security Associates (Now Known As Allied Universal) Braintree MA 03/2014 09/2016
Rsig Security Marlborough MA 07/2017 01/2020
Signal 88 Security Natick MA 03/2020 01/2021
Unemployed Orange MA 01/2021 05/2022
Middlesex Community College Lowell MA 09/2016 12/2016
Fidelity Investments Merrimack NH 05/2022 Present
Unemployed Athol MA 09/2016 07/2017
Fidelity Investments Boston MA 03/2025 Present
  • 03/2014 → 09/2016
    Us Security Associates (Now Known As Allied Universal)
    Braintree, MA
  • 07/2017 → 01/2020
    Rsig Security
    Marlborough, MA
  • 03/2020 → 01/2021
    Signal 88 Security
    Natick, MA
  • 01/2021 → 05/2022
    Unemployed
    Orange, MA
  • 09/2016 → 12/2016
    Middlesex Community College
    Lowell, MA
  • 05/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 09/2016 → 07/2017
    Unemployed
    Athol, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Warwick, MA
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-02
S63 Uniform Securities Agent State Law Examination 2022-11-15
  • S66 Uniform Combined State Law Examination
    2024-08-02
  • S63 Uniform Securities Agent State Law Examination
    2022-11-15
Other Names
  • Justin Michael Ivins
  • Justin Ivins

View on SEC IAPD

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