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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-05-22
  • MI RA
    APPROVED
    Since 2025-05-22

Branch Locations

30200 Northwestern Hwy, Farmington, MI 48334-3296 • United States

Royal Oak, MI • 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
Ubs Financial Services, Inc. Birmingham MI 07/2022 01/2023
Fidelity Investments Farmington Hills MI 04/2025 Present
Ubs Financial Services, Inc. Birmingham MI 01/2023 03/2025
Full Time Education Birmingham MI 06/2012 07/2022
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-27
  • S66 Uniform Combined State Law Examination
    2022-12-27

View on SEC IAPD

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