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

Branch Locations

Stamford, CT • United States

48 West Putnam Avenue Pickwick Commons, Greenwich, CT 06830-5399 • 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
New York Athletic Club Pelham NY 06/2021 08/2022
Empire Swimming White Plains NY 09/2021 08/2022
The Masters School Dobbs Ferry NY 11/2021 03/2022
Pier 1 Imports Larchmont NY 10/2019 02/2020
Badger Swimming Larchmont NY 09/2010 06/2019
Graduation Source Greenwich CT 02/2022 08/2022
Apple-Metro,Inc. Harrison NY 05/2017 08/2018
Binghamton University Binghamton NY 08/2014 05/2018
Unemployed N/A XX 03/2020 05/2021
Unemployed N/A XX 06/2019 09/2019
Fidelity Investments Greenwich CT 09/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → 08/2022
    New York Athletic Club
    Pelham, NY
  • 09/2021 → 08/2022
    Empire Swimming
    White Plains, NY
  • 11/2021 → 03/2022
    The Masters School
    Dobbs Ferry, NY
  • 10/2019 → 02/2020
    Pier 1 Imports
    Larchmont, NY
  • 09/2010 → 06/2019
    Badger Swimming
    Larchmont, NY
  • 02/2022 → 08/2022
    Graduation Source
    Greenwich, CT
  • 05/2017 → 08/2018
    Apple-Metro,Inc.
    Harrison, NY
  • 08/2014 → 05/2018
    Binghamton University
    Binghamton, NY
  • 03/2020 → 05/2021
    Unemployed
    N/A, XX
  • 06/2019 → 09/2019
    Unemployed
    N/A, XX
  • 09/2022 → Present
    Fidelity Investments
    Greenwich, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwich, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-23
S63 Uniform Securities Agent State Law Examination 2023-02-03
  • S66 Uniform Combined State Law Examination
    2023-06-23
  • S63 Uniform Securities Agent State Law Examination
    2023-02-03
Other Names
  • Bridget Mackenzie Johanson
  • Bridget Johanson

View on SEC IAPD

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