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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31

Branch Locations

48 West Putnam Avenue Pickwick Commons, Greenwich, CT 06830-5399 • United States

Darien, CT • 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
Tullett Prebon Financial Servicees, Llc Jersey City NJ 03/2012 10/2016
Tanridge Capital New York NY 03/2017 08/2017
Rj O'BRien New York NY 08/2017 02/2018
E D & F Man Capital Markets Inc New York NY 09/2018 04/2020
Unemployed New York NY 11/2016 02/2017
Unemployed Unemployed NY 03/2018 08/2018
Unemployed Darien CT 05/2020 06/2020
Tradition Securities And Derivatives Inc New York NY 06/2020 04/2023
Fidelity Investments Greenwich CT 05/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2012 → 10/2016
    Tullett Prebon Financial Servicees, Llc
    Jersey City, NJ
  • 03/2017 → 08/2017
    Tanridge Capital
    New York, NY
  • 08/2017 → 02/2018
    Rj O'BRien
    New York, NY
  • 09/2018 → 04/2020
    E D & F Man Capital Markets Inc
    New York, NY
  • 11/2016 → 02/2017
    Unemployed
    New York, NY
  • 03/2018 → 08/2018
    Unemployed
    Unemployed, NY
  • 05/2020 → 06/2020
    Unemployed
    Darien, CT
  • 06/2020 → 04/2023
    Tradition Securities And Derivatives Inc
    New York, NY
  • 05/2023 → Present
    Fidelity Investments
    Greenwich, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwich, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-22
S63 Uniform Securities Agent State Law Examination 2019-06-07
  • S66 Uniform Combined State Law Examination
    2023-06-22
  • S63 Uniform Securities Agent State Law Examination
    2019-06-07

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