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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Glen Mills, 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
Jpmorgan Chase Bank Na Newark DE 03/2017 11/2017
Jpmorgan Securities Llc Newark DE 03/2017 11/2017
Bank Of America Philadelphia PA 05/2016 03/2017
Jason Goldstein/1847Finanical Conshohocken PA 07/2014 07/2016
Tiaa Philadelphia PA 11/2017 11/2020
Tiaa-Cref Individual & Institutional Services, Llc Philadelphia PA 11/2017 11/2020
Fidelity Investments King Of Prussia PA 04/2021 Present
Unemployed Deptford NJ 11/2020 04/2021
Fidelity Investments Boston MA 03/2025 Present
  • 03/2017 → 11/2017
    Jpmorgan Chase Bank Na
    Newark, DE
  • 03/2017 → 11/2017
    Jpmorgan Securities Llc
    Newark, DE
  • 05/2016 → 03/2017
    Bank Of America
    Philadelphia, PA
  • 07/2014 → 07/2016
    Jason Goldstein/1847Finanical
    Conshohocken, PA
  • 11/2017 → 11/2020
    Tiaa
    Philadelphia, PA
  • 11/2017 → 11/2020
    Philadelphia, PA
  • 04/2021 → Present
    Fidelity Investments
    King Of Prussia, PA
  • 11/2020 → 04/2021
    Unemployed
    Deptford, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-121591|OrgNmn:ChicVibes|Org Addr:Glen Mills,Pennsylvan,US|OBA Nature:Online Retail Clothing Sales |Invst Rel:N|Title:Partner|Duties:Listing clothing and Accessary's online for sale |StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-18
  • S66 Uniform Combined State Law Examination
    2018-01-18
Other Names
  • Miranda Cerrone
  • Miranda Leah Cerrone

View on SEC IAPD

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