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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 2026-01-13
MA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-01-13
  • MA RA
    APPROVED
    Since 2025-03-31

Branch Locations

571 Boston Turnpike Suite 2, Shrewsbury, MA 01545-5977 • United States

Westborough, MA • 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
Unemployed Westborough MA 04/2020 02/2021
Fidelity Investments Boston MA 03/2025 Present
Fidelity Investments Shrewsbury MA 03/2021 Present
Fidelity Brokerage Services Llc Smithfield RI 01/2008 03/2020
  • 04/2020 → 02/2021
    Unemployed
    Westborough, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
  • 03/2021 → Present
    Fidelity Investments
    Shrewsbury, MA
  • 01/2008 → 03/2020
    Fidelity Brokerage Services Llc
    Smithfield, RI
Previous Registrations
  • 2021-03-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Shrewsbury, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-01
S63 Uniform Securities Agent State Law Examination 2007-08-09
  • S66 Uniform Combined State Law Examination
    2020-08-01
  • S63 Uniform Securities Agent State Law Examination
    2007-08-09
Other Names
  • Christopher Jerome Larkin

View on SEC IAPD

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