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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-11-05
TX RA APPROVED_RES 2025-11-05
  • NJ RA
    APPROVED
    Since 2025-11-05
  • TX RA
    APPROVED_RES
    Since 2025-11-05

Branch Locations

3518 Rte1 North The Square At West Windsor, Princeton, NJ 08540-5924 • United States

Brielle, NJ • 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 Princeton NJ 10/2025 Present
University Of South Carolina Columbia SC 09/2016 05/2017
Mondo New York NY 11/2021 01/2022
Rutgers University New Brunswick NJ 09/2019 05/2021
Equitable Advisors New York NY 07/2022 09/2025
Manasquan River Yacht Club Brielle NJ 02/2017 09/2020
Manasquan River Yacht Club Brielle NJ 05/2013 09/2016
Last Wave Brewing Company Point Pleasant NJ 11/2020 11/2021
Squan Tavern Manasquan NJ 06/2021 10/2025
Brookdale Community College Middletown NJ 09/2017 05/2019
  • 10/2025 → Present
    Fidelity Investments
    Princeton, NJ
  • 09/2016 → 05/2017
    University Of South Carolina
    Columbia, SC
  • 11/2021 → 01/2022
    Mondo
    New York, NY
  • 09/2019 → 05/2021
    Rutgers University
    New Brunswick, NJ
  • 07/2022 → 09/2025
    Equitable Advisors
    New York, NY
  • 02/2017 → 09/2020
    Manasquan River Yacht Club
    Brielle, NJ
  • 05/2013 → 09/2016
    Manasquan River Yacht Club
    Brielle, NJ
  • 11/2020 → 11/2021
    Last Wave Brewing Company
    Point Pleasant, NJ
  • 06/2021 → 10/2025
    Squan Tavern
    Manasquan, NJ
  • 09/2017 → 05/2019
    Brookdale Community College
    Middletown, NJ
Previous Registrations
Other Businesses

OBA-124325|OrgNmn:Squan Tavern|Org Addr:Manasquan,New Jersey,US|OBA Nature:Restaraunt|Invst Rel:N|Title:Employee|Duties:Serving Drinks to Customers|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-03
  • S66 Uniform Combined State Law Examination
    2023-02-03

View on SEC IAPD

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