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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • PA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Doylestown, PA • United States

2945 Center Valley Pkwy Suite 311, Center Valley, PA 18034-9033 • 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
Equitable Advisors, Llc New York NY 06/2022 03/2023
Unemployed Philadelphia PA 03/2022 06/2022
Centerpoint Group Mount Laurel NJ 05/2019 02/2022
Drexel University Lebow College Of Business Philadelphia PA 09/2018 04/2019
Unemployed Philadephia PA 06/2018 08/2018
Concorde Inc. Philadelphia PA 08/2016 05/2018
Moonraker Coffee Philadelphia PA 03/2022 03/2023
Fidelity Investments Llc Covington KY 03/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → 03/2023
    New York, NY
  • 03/2022 → 06/2022
    Unemployed
    Philadelphia, PA
  • 05/2019 → 02/2022
    Centerpoint Group
    Mount Laurel, NJ
  • 09/2018 → 04/2019
    Drexel University Lebow College Of Business
    Philadelphia, PA
  • 06/2018 → 08/2018
    Unemployed
    Philadephia, PA
  • 08/2016 → 05/2018
    Concorde Inc.
    Philadelphia, PA
  • 03/2022 → 03/2023
    Moonraker Coffee
    Philadelphia, PA
  • 03/2023 → Present
    Fidelity Investments Llc
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Philadelphia, PA
  • 2023-01-05 → 2023-03-21
    Bala Cynwyd, PA
Other Businesses

OBA-101938|OrgNmn:Mosin Nagant ( music band)|Org Addr:Philadelph,Pennsylvan,US|OBA Nature:music/ entertainment|Invst Rel:N|Title:Musician/ Guitarist|Duties:Practice and play music live at music venues|StrtDt:08-22-23|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-28
  • S66 Uniform Combined State Law Examination
    2022-12-28

View on SEC IAPD

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