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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
  • NY RA
    APPROVED
    Since 2025-03-31

Branch Locations

Ardsley, NY • United States

799 Central Park Ave Greenville Shopping Center, Scarsdale, NY 10583-2507 • 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
Cafe Du Soleil New York NY 05/2022 04/2023
Hudson 360 - Self Employed Dobbs Ferry NY 12/2020 08/2021
Harvest On Hudson Hatings-On-Hudson NY 05/2018 08/2021
3 Westerly Bar & Grill Ossining NY 05/2017 08/2017
River City Grille Irvington NY 11/2016 05/2017
La Marina New York NY 05/2015 09/2016
Unemployed New York NY 09/2017 05/2018
Unemployed New York NY 09/2018 05/2019
Unemployed New York NY 09/2019 05/2020
Unemployed New York NY 09/2020 05/2021
Unemployed New York NY 09/2021 05/2022
Fidelity Investments Scarsdale NY 04/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2022 → 04/2023
    Cafe Du Soleil
    New York, NY
  • 12/2020 → 08/2021
    Hudson 360 - Self Employed
    Dobbs Ferry, NY
  • 05/2018 → 08/2021
    Harvest On Hudson
    Hatings-On-Hudson, NY
  • 05/2017 → 08/2017
    3 Westerly Bar & Grill
    Ossining, NY
  • 11/2016 → 05/2017
    River City Grille
    Irvington, NY
  • 05/2015 → 09/2016
    La Marina
    New York, NY
  • 09/2017 → 05/2018
    Unemployed
    New York, NY
  • 09/2018 → 05/2019
    Unemployed
    New York, NY
  • 09/2019 → 05/2020
    Unemployed
    New York, NY
  • 09/2020 → 05/2021
    Unemployed
    New York, NY
  • 09/2021 → 05/2022
    Unemployed
    New York, NY
  • 04/2023 → Present
    Fidelity Investments
    Scarsdale, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Scarsdale, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-01
  • S66 Uniform Combined State Law Examination
    2024-03-01

View on SEC IAPD

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