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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1130 Franklin Avenue, Garden City, NY 11530-1687 • United States

Seaford, NY • 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
Unemployed Seaford NY 11/2012 12/2016
Jay's Appliances Levittown NY 12/2016 05/2017
Mr. Beauty Equipment Freeport NY 05/2017 11/2022
Fidelity Investments Garden City NY 11/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2012 → 12/2016
    Unemployed
    Seaford, NY
  • 12/2016 → 05/2017
    Jay's Appliances
    Levittown, NY
  • 05/2017 → 11/2022
    Mr. Beauty Equipment
    Freeport, NY
  • 11/2022 → Present
    Fidelity Investments
    Garden City, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Garden City, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-03
  • S66 Uniform Combined State Law Examination
    2023-07-03

View on SEC IAPD

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