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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

155 Congress St, Boston, MA 02110-2511 • United States

Boston, MA • 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
Fidelity Investments Smithfield RI 06/2022 Present
9Th Gear Technology Fairfield CT 09/2021 05/2022
Banknewport Middletown RI 06/2021 08/2021
The Kayak Centre Of Rhode Island Wickford RI 04/2018 05/2021
Fairfield University Fairfield CT 08/2018 05/2022
Bishop Hendricken High School Warwick RI 09/2014 06/2018
Shayna's Place Wickford RI 05/2017 04/2018
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → Present
    Fidelity Investments
    Smithfield, RI
  • 09/2021 → 05/2022
    9Th Gear Technology
    Fairfield, CT
  • 06/2021 → 08/2021
    Banknewport
    Middletown, RI
  • 04/2018 → 05/2021
    The Kayak Centre Of Rhode Island
    Wickford, RI
  • 08/2018 → 05/2022
    Fairfield University
    Fairfield, CT
  • 09/2014 → 06/2018
    Bishop Hendricken High School
    Warwick, RI
  • 05/2017 → 04/2018
    Shayna's Place
    Wickford, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-26
S63 Uniform Securities Agent State Law Examination 2022-10-03
  • S66 Uniform Combined State Law Examination
    2023-05-26
  • S63 Uniform Securities Agent State Law Examination
    2022-10-03
Other Names
  • Samuel Luke Hines
  • Samuel Hines

View on SEC IAPD

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