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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Cambridge, MA • United States

225 Daniel Webster Hwy, Nashua, NH 03060-5536 • 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
Commonwealth Sciences Norwood MA 05/2022 08/2022
Harvard Tennis Club Boston MA 07/2022 07/2022
Demoulas Super Market Tewksbury MA 04/2018 08/2021
Richard J Edelmann Jr Salisbury MA 04/2018 08/2021
The Belmont Country Club Belmont MA 05/2019 08/2019
Time To Change The World Inc Andover MA 05/2021 09/2022
Uber Boston MA 08/2022 10/2022
Saint Michael's College Colchester VT 08/2019 05/2022
Saint Anselm College Manchester NH 08/2018 05/2019
Andover High School Andover MA 09/2014 06/2018
Fidelity Investments Merrimack NH 10/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2022 → 08/2022
    Commonwealth Sciences
    Norwood, MA
  • 07/2022 → 07/2022
    Harvard Tennis Club
    Boston, MA
  • 04/2018 → 08/2021
    Demoulas Super Market
    Tewksbury, MA
  • 04/2018 → 08/2021
    Richard J Edelmann Jr
    Salisbury, MA
  • 05/2019 → 08/2019
    The Belmont Country Club
    Belmont, MA
  • 05/2021 → 09/2022
    Time To Change The World Inc
    Andover, MA
  • 08/2022 → 10/2022
    Uber
    Boston, MA
  • 08/2019 → 05/2022
    Saint Michael's College
    Colchester, VT
  • 08/2018 → 05/2019
    Saint Anselm College
    Manchester, NH
  • 09/2014 → 06/2018
    Andover High School
    Andover, MA
  • 10/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-05-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-04-24
  • S66 Uniform Combined State Law Examination
    2023-04-24
Other Names
  • Michael Serik Rosen
  • Michael Rosen

View on SEC IAPD

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