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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

59 Wolf Rd, Albany, NY 12205-2612 • United States

Albany, 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
Fidelity Investments Albany NY 01/2023 Present
State Employee Federal Credit Union Albany NY 09/2020 01/2023
Bourbon Street Bar And Grill Colonie NY 05/2017 09/2022
Trustco Bank Corp. Colonie NY 10/2018 08/2020
Rehabilitation Support Services Albany NY 09/2018 09/2018
Red Lobster Colonie NY 03/2012 08/2018
University At Albany Albany NY 08/2015 12/2017
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → Present
    Fidelity Investments
    Albany, NY
  • 09/2020 → 01/2023
    State Employee Federal Credit Union
    Albany, NY
  • 05/2017 → 09/2022
    Bourbon Street Bar And Grill
    Colonie, NY
  • 10/2018 → 08/2020
    Trustco Bank Corp.
    Colonie, NY
  • 09/2018 → 09/2018
    Rehabilitation Support Services
    Albany, NY
  • 03/2012 → 08/2018
    Red Lobster
    Colonie, NY
  • 08/2015 → 12/2017
    University At Albany
    Albany, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-12-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Albany, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-07
S63 Uniform Securities Agent State Law Examination 2023-07-11
  • S65 Uniform Investment Adviser Law Examination
    2023-12-07
  • S63 Uniform Securities Agent State Law Examination
    2023-07-11
Other Names
  • Labelle
  • Ashley Nicole Custard
  • Ashley Nicole Labelle

View on SEC IAPD

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