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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

One Spartan Way, Merrimack, NH 03054-4300 • United States

Watertown, 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
Fidelity Investments Merrimack NH 12/2022 Present
All Renewable Energy Inc Newton MA 09/2022 09/2022
Advarra Inc Wellesley MA 04/2022 08/2022
Woodland Golf Club Watertown MA 07/2020 04/2022
Boston University Boston MA 09/2018 05/2020
University Of Massachusetts Amherst Amherst MA 01/2016 05/2018
Woodland Golf Club Watertown MA 06/2016 09/2019
Fidelity Investments Boston MA 03/2025 Present
  • 12/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 09/2022 → 09/2022
    All Renewable Energy Inc
    Newton, MA
  • 04/2022 → 08/2022
    Advarra Inc
    Wellesley, MA
  • 07/2020 → 04/2022
    Woodland Golf Club
    Watertown, MA
  • 09/2018 → 05/2020
    Boston University
    Boston, MA
  • 01/2016 → 05/2018
    University Of Massachusetts Amherst
    Amherst, MA
  • 06/2016 → 09/2019
    Woodland Golf Club
    Watertown, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-13
S63 Uniform Securities Agent State Law Examination 2023-04-04
  • S66 Uniform Combined State Law Examination
    2023-10-13
  • S63 Uniform Securities Agent State Law Examination
    2023-04-04
Other Names
  • Jared Knox Leclair
  • Jared Leclair

View on SEC IAPD

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