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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-02-27
TX RA APPROVED 2026-02-27
  • NJ RA
    APPROVED
    Since 2026-02-27
  • TX RA
    APPROVED
    Since 2026-02-27

Branch Locations

Somerset, NJ • 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
Unity Bank Clinton NJ 02/2018 04/2022
Atlantic Supermarket Equipment Newark NJ 10/2016 02/2018
Americasia Int' L Inc. Princeton NJ 04/2016 11/2018
Fidelity Investments Princeton NJ 02/2023 Present
Unemployment Somerset NJ 04/2022 02/2023
  • 02/2018 → 04/2022
    Unity Bank
    Clinton, NJ
  • 10/2016 → 02/2018
    Atlantic Supermarket Equipment
    Newark, NJ
  • 04/2016 → 11/2018
    Americasia Int' L Inc.
    Princeton, NJ
  • 02/2023 → Present
    Fidelity Investments
    Princeton, NJ
  • 04/2022 → 02/2023
    Unemployment
    Somerset, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-14
S63 Uniform Securities Agent State Law Examination 2023-08-23
  • S66 Uniform Combined State Law Examination
    2025-07-14
  • S63 Uniform Securities Agent State Law Examination
    2023-08-23

View on SEC IAPD

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