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Julia Gurzenda

Strategic Advisers LLC

Cambridge, MA

Boston, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
MA RA APPROVED 2025-03-31
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CT RA
    APPROVED
    Since 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

200 Technology Square, Cambridge, MA 02139-3578 • 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 07/2022 Present
The Shanty On The Shore Burlington VT 06/2020 06/2022
University Of Vermont Burlington VT 10/2018 03/2020
University Of Vermont Burlington VT 08/2018 05/2022
Dunkin Donuts Scituate RI 06/2018 08/2018
Moses Brown High School Providence RI 09/2016 05/2018
Faith Hill Farm East Greenwich RI 06/2017 08/2017
Rhode Island Bar Billiard And Bistro North Providence RI 06/2019 08/2019
Fidelity Investments Boston MA 03/2025 Present
  • 07/2022 → Present
    Fidelity Investments
    Smithfield, RI
  • 06/2020 → 06/2022
    The Shanty On The Shore
    Burlington, VT
  • 10/2018 → 03/2020
    University Of Vermont
    Burlington, VT
  • 08/2018 → 05/2022
    University Of Vermont
    Burlington, VT
  • 06/2018 → 08/2018
    Dunkin Donuts
    Scituate, RI
  • 09/2016 → 05/2018
    Moses Brown High School
    Providence, RI
  • 06/2017 → 08/2017
    Faith Hill Farm
    East Greenwich, RI
  • 06/2019 → 08/2019
    Rhode Island Bar Billiard And Bistro
    North Providence, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-08
S63 Uniform Securities Agent State Law Examination 2022-12-05
  • S66 Uniform Combined State Law Examination
    2023-09-08
  • S63 Uniform Securities Agent State Law Examination
    2022-12-05
Other Names
  • Julia Jane Gurzenda
  • Julia Gurzenda

View on SEC IAPD

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Other Offices

GENERAL CATALYST · CAMBRIDGE, MA
G20 CAPITAL MANAGEMENT, LLC · CAMBRIDGE, MA
GC WEALTH MANAGEMENT RIA, LLC · CAMBRIDGE, MA
CATALYST IMPACT PARTNERS CORP. · CAMBRIDGE, MA
EDULAB CAPITAL MANAGEMENT COMPANY, LLC · CAMBRIDGE, MA
KSI ADVISORS, LLC · CAMBRIDGE, MA
KENDALL INVESTMENTS, LLC · CAMBRIDGE, MA
VIRAJ CAPITAL, LLC · CAMBRIDGE, MA

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