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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-05
PA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-02-05
  • PA RA
    APPROVED
    Since 2025-03-31

Branch Locations

2060 Mackenzie Way, Cranberry Twp, PA 16066-5333 • United States

Zelienople, PA • 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
Giant Eagle Pittsburgh PA 08/2010 05/2017
Citizens Bank Pittsburgh PA 05/2017 02/2018
Modis Inc Pittsburgh PA 02/2018 09/2018
Bny Mellon Pittsburgh PA 09/2018 12/2019
Enterprise Bank Pittsburgh PA 12/2019 01/2023
Fidelity Investments Cranberry Township PA 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2010 → 05/2017
    Giant Eagle
    Pittsburgh, PA
  • 05/2017 → 02/2018
    Citizens Bank
    Pittsburgh, PA
  • 02/2018 → 09/2018
    Modis Inc
    Pittsburgh, PA
  • 09/2018 → 12/2019
    Bny Mellon
    Pittsburgh, PA
  • 12/2019 → 01/2023
    Enterprise Bank
    Pittsburgh, PA
  • 01/2023 → Present
    Fidelity Investments
    Cranberry Township, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Gibsonia, PA
    Cranberry Twp, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-30
S63 Uniform Securities Agent State Law Examination 2023-07-07
  • S66 Uniform Combined State Law Examination
    2023-10-30
  • S63 Uniform Securities Agent State Law Examination
    2023-07-07

View on SEC IAPD

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