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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-05-18
MA RA APPROVED 2026-05-12
TX RA APPROVED 2025-03-31
  • NH RA
    APPROVED
    Since 2026-05-18
  • MA RA
    APPROVED
    Since 2026-05-12
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Somerville, 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
Grace Fort Worth TX 03/2021 01/2023
Saltgrass Steakhouse Fort Worth TX 08/2016 03/2021
Fidelity Investments Westlake TX 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2021 → 01/2023
    Grace
    Fort Worth, TX
  • 08/2016 → 03/2021
    Saltgrass Steakhouse
    Fort Worth, TX
  • 01/2023 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-22
S63 Uniform Securities Agent State Law Examination 2023-07-18
  • S66 Uniform Combined State Law Examination
    2024-02-22
  • S63 Uniform Securities Agent State Law Examination
    2023-07-18
Other Names
  • Lauren Elizabeth Beaver
  • Lauren Beaver

View on SEC IAPD

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