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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-01-07
TX RA APPROVED 2025-03-31
  • NH RA
    APPROVED
    Since 2026-01-07
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Mont Vernon, NH • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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
Self-Employed Real Estate Salesperson New York NY 01/2019 11/2022
Equinox New York NY 09/2017 11/2019
Amalgam Boston MA 11/2015 04/2017
Fidelity Investments New York NY 11/2022 Present
Unemployed Boston MA 05/2017 08/2017
Fidelity Investments Boston MA 03/2025 Present
  • 01/2019 → 11/2022
    Self-Employed Real Estate Salesperson
    New York, NY
  • 09/2017 → 11/2019
    Equinox
    New York, NY
  • 11/2015 → 04/2017
    Amalgam
    Boston, MA
  • 11/2022 → Present
    Fidelity Investments
    New York, NY
  • 05/2017 → 08/2017
    Unemployed
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-17
  • S66 Uniform Combined State Law Examination
    2023-07-17
Other Names
  • Linnea Snow Circosta
  • Linnea S Circosta

View on SEC IAPD

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