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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-09-23
TX RA APPROVED 2025-09-23
  • MD RA
    APPROVED
    Since 2025-09-23
  • TX RA
    APPROVED
    Since 2025-09-23

Branch Locations

Annapolis, MD • United States

1901 Towne Centre Boulevard Suite 135, Annapolis, MD 21401-3047 • 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
Audi Annapolis Annapolis MD 11/2022 10/2024
University Of Maryland, College Park College Park MD 08/2017 05/2020
Fidelity Investments Annapolis MD 01/2025 Present
Soulex Washington DC 11/2019 03/2022
Unemployed Annapolis MD 10/2024 01/2025
True Food Kitchen San Diego CA 07/2022 11/2022
Rover San Diego CA 09/2022 11/2022
Adla San Diego CA 03/2022 06/2022
Fuji Steakhouse Edgewater MD 01/2016 05/2016
South River High School Edgewater MD 08/2013 05/2017
Maryland Social Entrepreneurship Corps College Park MD 05/2019 08/2019
Foundation For The Advancement Of Music & Education (Fame) Bowie MD 01/2018 12/2019
Lynam Enterprises Dewey Beach DE 06/2016 08/2016
  • 11/2022 → 10/2024
    Audi Annapolis
    Annapolis, MD
  • 08/2017 → 05/2020
    University Of Maryland, College Park
    College Park, MD
  • 01/2025 → Present
    Fidelity Investments
    Annapolis, MD
  • 11/2019 → 03/2022
    Soulex
    Washington, DC
  • 10/2024 → 01/2025
    Unemployed
    Annapolis, MD
  • 07/2022 → 11/2022
    True Food Kitchen
    San Diego, CA
  • 09/2022 → 11/2022
    Rover
    San Diego, CA
  • 03/2022 → 06/2022
    Adla
    San Diego, CA
  • 01/2016 → 05/2016
    Fuji Steakhouse
    Edgewater, MD
  • 08/2013 → 05/2017
    South River High School
    Edgewater, MD
  • 05/2019 → 08/2019
    Maryland Social Entrepreneurship Corps
    College Park, MD
  • 01/2018 → 12/2019
    Foundation For The Advancement Of Music & Education (Fame)
    Bowie, MD
  • 06/2016 → 08/2016
    Lynam Enterprises
    Dewey Beach, DE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-20
S63 Uniform Securities Agent State Law Examination 2025-08-09
  • S66 Uniform Combined State Law Examination
    2025-09-20
  • S63 Uniform Securities Agent State Law Examination
    2025-08-09
Other Names
  • Allison Criswell

View on SEC IAPD

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