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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

North 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
Fidelity Invstments Smithfield RI 06/2022 Present
Target Hadley MA 10/2020 04/2022
The Italian Home For Children Jamaica Plains MA 08/2019 08/2021
Dedham Ophthalmic Consultants And Surgeons Dedham MA 06/2016 06/2019
Attleboro High School Attleboro MA 09/2014 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → Present
    Fidelity Invstments
    Smithfield, RI
  • 10/2020 → 04/2022
    Target
    Hadley, MA
  • 08/2019 → 08/2021
    The Italian Home For Children
    Jamaica Plains, MA
  • 06/2016 → 06/2019
    Dedham Ophthalmic Consultants And Surgeons
    Dedham, MA
  • 09/2014 → 05/2018
    Attleboro High School
    Attleboro, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Attleboro, MA
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-31
S63 Uniform Securities Agent State Law Examination 2022-10-03
  • S66 Uniform Combined State Law Examination
    2025-01-31
  • S63 Uniform Securities Agent State Law Examination
    2022-10-03

View on SEC IAPD

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