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

Branch Locations

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

Raymond, NH • 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
Full Time Education Worcester MA 08/2021 06/2022
Fidelity Investments Smithfield RI 06/2021 08/2021
Full Time Education Worcester MA 08/2017 06/2021
High School Student Hopkinton MA 09/2013 06/2017
Hanover Insurance Worcester MA 06/2020 08/2020
Umass Memorial Medical Center Worcester MA 05/2019 06/2020
Fidelity Investments Nashua NH 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → 06/2022
    Full Time Education
    Worcester, MA
  • 06/2021 → 08/2021
    Fidelity Investments
    Smithfield, RI
  • 08/2017 → 06/2021
    Full Time Education
    Worcester, MA
  • 09/2013 → 06/2017
    High School Student
    Hopkinton, MA
  • 06/2020 → 08/2020
    Hanover Insurance
    Worcester, MA
  • 05/2019 → 06/2020
    Umass Memorial Medical Center
    Worcester, MA
  • 06/2022 → Present
    Fidelity Investments
    Nashua, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Shrewsbury, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-30
S63 Uniform Securities Agent State Law Examination 2022-12-02
  • S66 Uniform Combined State Law Examination
    2022-12-30
  • S63 Uniform Securities Agent State Law Examination
    2022-12-02
Other Names
  • Anna Joyce
  • Anna Juliette Joyce

View on SEC IAPD

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