Best Investors Account Sign in
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

900 Salem Street, Smithfield, RI 02917-1243 • United States

Mansfield, 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
Brockton High School Brockton MA 09/2014 07/2018
Mcdonald's Brockton MA 06/2016 09/2018
University Of Massachusetts Lowell Lowell MA 09/2018 05/2022
Mcdonald's New Bedford MA 06/2019 04/2020
Fidelity Investments Smithfield RI 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2014 → 07/2018
    Brockton High School
    Brockton, MA
  • 06/2016 → 09/2018
    Mcdonald's
    Brockton, MA
  • 09/2018 → 05/2022
    University Of Massachusetts Lowell
    Lowell, MA
  • 06/2019 → 04/2020
    Mcdonald's
    New Bedford, MA
  • 07/2022 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
    New Bedford, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-02
S63 Uniform Securities Agent State Law Examination 2022-12-12
  • S66 Uniform Combined State Law Examination
    2024-12-02
  • S63 Uniform Securities Agent State Law Examination
    2022-12-12
Other Names
  • Clay Mendes

View on SEC IAPD

More in Smithfield, RI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor