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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-08-20
  • FL RA
    APPROVED
    Since 2026-08-20

Branch Locations

28100 Us Hwy 19 N Ste 101, Clearwater, FL 33761-2657 • United States

St. Petersburg, FL • 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
Granite Physiatry Concord NH 09/2020 03/2026
University Of Misso Columbia MO 08/2013 07/2017
Coastal Cards St. Petersburg FL 11/2025 04/2026
Matterport Chicago IL 07/2017 07/2019
Bar Feroce New York NY 07/2019 03/2020
Fidelity Investments Clearwater FL 04/2026 Present
Trevor Glassman Entertainment Tampa FL 01/2021 03/2026
Caliber Associates New York NY 05/2016 09/2016
Wag Tampa FL 04/2021 01/2022
Unemployed New York NY 03/2020 01/2021
  • 09/2020 → 03/2026
    Granite Physiatry
    Concord, NH
  • 08/2013 → 07/2017
    University Of Misso
    Columbia, MO
  • 11/2025 → 04/2026
    Coastal Cards
    St. Petersburg, FL
  • 07/2017 → 07/2019
    Matterport
    Chicago, IL
  • 07/2019 → 03/2020
    Bar Feroce
    New York, NY
  • 04/2026 → Present
    Fidelity Investments
    Clearwater, FL
  • 01/2021 → 03/2026
    Trevor Glassman Entertainment
    Tampa, FL
  • 05/2016 → 09/2016
    Caliber Associates
    New York, NY
  • 04/2021 → 01/2022
    Wag
    Tampa, FL
  • 03/2020 → 01/2021
    Unemployed
    New York, NY
Other Businesses

OBA-129341|OrgNmn:Trevor Glassman Entertainment|Org Addr:Tampa,Florida,US|OBA Nature:It's my own business. I do the|Invst Rel:N|Title:Partner|Duties:Voiceover for YouTube Channels (Hockey, Pokemon) Create Social Media Content, Make Public Speaking Appearances, Partner with Brands, and Sell |StrtDt:|TotHrs/mon:12|TrdHrs/mon:0|OBA-129339|OrgNmn:Coastal Cards|Org Addr:St. Peters,Florida,US|OBA Nature:I work as a store clerk once p|Invst Rel:N|Title:Independent Contractor|Duties:I work as a store clerk once per month selling Pokemon Cards and interacting with customers.|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|OBA-132012|OrgNmn:Wag Dog Walking/Sitting|Org Addr:St. Peters,Florida,US|OBA Nature:I walk dogs after work or have|Invst Rel:N|Title:Independent Contractor|Duties:Walk dogs before or after work and babysit them|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-30
  • S66 Uniform Combined State Law Examination
    2026-07-30

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