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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

2780 Monroe Ave Suite 201, Rochester, NY 14618-4139 • United States

Webster, 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
Shadow Lake Golf & Restaurant Penfield NY 05/2023 09/2023
Stifel Pittsburgh PA 01/2023 05/2023
Constellation Brands Victor NY 05/2022 08/2022
Paychex West Henrietta NY 05/2021 08/2021
Dunkin' Donuts Fairport NY 07/2017 10/2017
Pittsford Farms Dairy Pittsford NY 07/2018 12/2023
Duquesne University Learning Skills Center Pittsburgh PA 10/2021 05/2022
Fidelity Investments Rochester NY 12/2023 Present
Duquesne University Pittsburgh PA 08/2019 05/2023
Pittsford Sutherland High School Pittsford NY 09/2015 06/2019
Fidelity Investments Boston MA 03/2025 Present
  • 05/2023 → 09/2023
    Shadow Lake Golf & Restaurant
    Penfield, NY
  • 01/2023 → 05/2023
    Stifel
    Pittsburgh, PA
  • 05/2022 → 08/2022
    Constellation Brands
    Victor, NY
  • 05/2021 → 08/2021
    Paychex
    West Henrietta, NY
  • 07/2017 → 10/2017
    Dunkin' Donuts
    Fairport, NY
  • 07/2018 → 12/2023
    Pittsford Farms Dairy
    Pittsford, NY
  • 10/2021 → 05/2022
    Duquesne University Learning Skills Center
    Pittsburgh, PA
  • 12/2023 → Present
    Fidelity Investments
    Rochester, NY
  • 08/2019 → 05/2023
    Duquesne University
    Pittsburgh, PA
  • 09/2015 → 06/2019
    Pittsford Sutherland High School
    Pittsford, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Rochester, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-10
  • S66 Uniform Combined State Law Examination
    2024-05-10
Other Names
  • Abigail Susan Creary

View on SEC IAPD

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