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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-04
NJ RA APPROVED 2025-12-09
  • TX RA
    APPROVED
    Since 2026-02-04
  • NJ RA
    APPROVED
    Since 2025-12-09

Branch Locations

Bloomfield, NJ • United States

150 Essex St, Millburn, NJ 07041-1631 • 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
Aldo Group Wayne NJ 06/2018 10/2019
Jp Morgan Chase & Co. Fairfield NJ 10/2019 12/2022
Ubs Financial Services Inc Weehawken NJ 12/2022 02/2024
Elmwood Park Memorial High School Elmwood Park NJ 09/2014 06/2018
Felician University Rutherford NJ 08/2018 12/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Florham Park NJ 03/2024 10/2025
'PSeb (Pacsun Eddie Bauer) Paramus NJ 08/2016 11/2016
Royal Manor Garfield NJ 04/2017 08/2017
Chase Woodland Park NJ 10/2019 12/2022
Bank Of America, N.A. Florham Park NJ 03/2024 10/2025
Fidelity Investments Millburn NJ 10/2025 Present
  • 06/2018 → 10/2019
    Aldo Group
    Wayne, NJ
  • 10/2019 → 12/2022
    Jp Morgan Chase & Co.
    Fairfield, NJ
  • 12/2022 → 02/2024
    Weehawken, NJ
  • 09/2014 → 06/2018
    Elmwood Park Memorial High School
    Elmwood Park, NJ
  • 08/2018 → 12/2022
    Felician University
    Rutherford, NJ
  • 03/2024 → 10/2025
    Florham Park, NJ
  • 08/2016 → 11/2016
    'PSeb (Pacsun Eddie Bauer)
    Paramus, NJ
  • 04/2017 → 08/2017
    Royal Manor
    Garfield, NJ
  • 10/2019 → 12/2022
    Chase
    Woodland Park, NJ
  • 03/2024 → 10/2025
    Bank Of America, N.A.
    Florham Park, NJ
  • 10/2025 → Present
    Fidelity Investments
    Millburn, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-10
  • S66 Uniform Combined State Law Examination
    2023-07-10

View on SEC IAPD

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