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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-12-09
TX RA APPROVED 2025-03-31
  • CT RA
    APPROVED
    Since 2025-12-09
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

48 West Putnam Avenue Pickwick Commons, Greenwich, CT 06830-5399 • United States

Stamford, CT • 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
Tulane University New Orleans LA 08/2021 06/2022
Tru Inc. Natick MA 06/2021 08/2021
Tulane University New Orleans LA 08/2020 05/2021
Unemployed Unemployed MA 05/2020 08/2020
Tulane University New Orleans LA 08/2019 05/2020
Copeland Chevrolet Brockton MA 06/2019 08/2019
Charles Services Group Boston MA 05/2019 06/2019
Tulane University New Orleans LA 08/2018 05/2019
Charles Services Group Boston MA 06/2018 08/2018
Belmont Hill School Belmont MA 08/2017 06/2018
Battle Road Brewhouse Maynard MA 06/2017 08/2017
Belmont Hill School Belmont MA 08/2016 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → Present
    Fidelity Investments
    Smithfield, RI
  • 08/2021 → 06/2022
    Tulane University
    New Orleans, LA
  • 06/2021 → 08/2021
    Tru Inc.
    Natick, MA
  • 08/2020 → 05/2021
    Tulane University
    New Orleans, LA
  • 05/2020 → 08/2020
    Unemployed
    Unemployed, MA
  • 08/2019 → 05/2020
    Tulane University
    New Orleans, LA
  • 06/2019 → 08/2019
    Copeland Chevrolet
    Brockton, MA
  • 05/2019 → 06/2019
    Charles Services Group
    Boston, MA
  • 08/2018 → 05/2019
    Tulane University
    New Orleans, LA
  • 06/2018 → 08/2018
    Charles Services Group
    Boston, MA
  • 08/2017 → 06/2018
    Belmont Hill School
    Belmont, MA
  • 06/2017 → 08/2017
    Battle Road Brewhouse
    Maynard, MA
  • 08/2016 → 06/2017
    Belmont Hill School
    Belmont, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-09
S63 Uniform Securities Agent State Law Examination 2022-10-07
  • S66 Uniform Combined State Law Examination
    2024-01-09
  • S63 Uniform Securities Agent State Law Examination
    2022-10-07

View on SEC IAPD

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