Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-08-14
  • NY RA
    APPROVED
    Since 2026-08-14

Branch Locations

2070 Broadway, New York, NY 10023-2802 • United States

New York, NY • 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 Wellesley MA 01/2016 06/2022
Fidelity Investments New York NY 02/2026 Present
Unemployed Wellesley MA 08/2025 01/2026
Camp Dudley Westport NY 06/2021 08/2025
Colby College Waterville ME 09/2022 05/2023
Aon London 05/2024 05/2024
  • 01/2016 → 06/2022
    Unemployed
    Wellesley, MA
  • 02/2026 → Present
    Fidelity Investments
    New York, NY
  • 08/2025 → 01/2026
    Unemployed
    Wellesley, MA
  • 06/2021 → 08/2025
    Camp Dudley
    Westport, NY
  • 09/2022 → 05/2023
    Colby College
    Waterville, ME
  • 05/2024 → 05/2024
    Aon
    London
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-28
  • S66 Uniform Combined State Law Examination
    2026-07-28

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor