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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-08-19
  • CT RA
    APPROVED
    Since 2026-08-19

Branch Locations

West Hartford, CT • United States

29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211 • 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 West Hartford CT 10/2024 02/2025
Anchored Finance Tolland CT 02/2025 05/2025
Unemployed West Hartford CT 05/2025 10/2025
Aaa Club Alliance West Hartford CT 09/2017 10/2024
Valenti Volkswagen Of Old Saybrook Old Saybrook CT 10/2025 01/2026
Halls Market West Hartford CT 06/2016 09/2017
Fidelity Investments West Hartford CT 02/2026 Present
  • 10/2024 → 02/2025
    Unemployed
    West Hartford, CT
  • 02/2025 → 05/2025
    Anchored Finance
    Tolland, CT
  • 05/2025 → 10/2025
    Unemployed
    West Hartford, CT
  • 09/2017 → 10/2024
    Aaa Club Alliance
    West Hartford, CT
  • 10/2025 → 01/2026
    Valenti Volkswagen Of Old Saybrook
    Old Saybrook, CT
  • 06/2016 → 09/2017
    Halls Market
    West Hartford, CT
  • 02/2026 → Present
    Fidelity Investments
    West Hartford, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-10
  • S66 Uniform Combined State Law Examination
    2026-08-10

View on SEC IAPD

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