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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

East Providence, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Care New England, Butler Hospital Providence RI 11/2019 Present
The Ice Cream Barn Swansea MA 05/2017 08/2021
Dr Regional High School Rehoboth MA 09/2015 09/2019
Fidelity Investments Smithfield RI 05/2022 Present
Bristol Community College Fall River MA 09/2019 05/2021
Bryant University Smithfield RI 09/2021 05/2022
Briggs Corner Pizzeria Attleboro MA 12/2017 03/2018
Fidelity Investments Boston MA 03/2025 Present
  • 11/2019 → Present
    Care New England, Butler Hospital
    Providence, RI
  • 05/2017 → 08/2021
    The Ice Cream Barn
    Swansea, MA
  • 09/2015 → 09/2019
    Dr Regional High School
    Rehoboth, MA
  • 05/2022 → Present
    Fidelity Investments
    Smithfield, RI
  • 09/2019 → 05/2021
    Bristol Community College
    Fall River, MA
  • 09/2021 → 05/2022
    Bryant University
    Smithfield, RI
  • 12/2017 → 03/2018
    Briggs Corner Pizzeria
    Attleboro, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-02
S63 Uniform Securities Agent State Law Examination 2022-09-09
  • S66 Uniform Combined State Law Examination
    2024-02-02
  • S63 Uniform Securities Agent State Law Examination
    2022-09-09

View on SEC IAPD

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