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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-07-17
TX RA APPROVED_RES 2025-07-10
  • RI RA
    APPROVED
    Since 2025-07-17
  • TX RA
    APPROVED_RES
    Since 2025-07-10

Branch Locations

Cranston, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bristol Police Department Bristol RI 03/2010 02/2023
Air Force Reserve Chicopee MA 11/2011 06/2019
Fidelity Investments Smithfield RI 01/2024 Present
Unemployed Cranston RI 02/2023 01/2024
  • 03/2010 → 02/2023
    Bristol Police Department
    Bristol, RI
  • 11/2011 → 06/2019
    Air Force Reserve
    Chicopee, MA
  • 01/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 02/2023 → 01/2024
    Unemployed
    Cranston, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-03
S63 Uniform Securities Agent State Law Examination 2024-04-23
  • S66 Uniform Combined State Law Examination
    2025-07-03
  • S63 Uniform Securities Agent State Law Examination
    2024-04-23

View on SEC IAPD

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