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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-07-16
  • NY RA
    APPROVED
    Since 2026-07-16

Branch Locations

1075 Northern Blvd, Roslyn, NY 11576-1681 • United States

West Islip, 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
Susa Academy Central Islip NY 09/2021 01/2022
Fidelity Investments Roslyn NY 04/2026 Present
Lily Flanagan'S Restaurant Group Oakdale NY 09/2021 04/2026
State Farm Hauppauge NY 06/2024 11/2024
Unemployed West Islip NY 03/2016 09/2021
Bank Of America West Islip NY 11/2025 03/2026
  • 09/2021 → 01/2022
    Susa Academy
    Central Islip, NY
  • 04/2026 → Present
    Fidelity Investments
    Roslyn, NY
  • 09/2021 → 04/2026
    Lily Flanagan'S Restaurant Group
    Oakdale, NY
  • 06/2024 → 11/2024
    State Farm
    Hauppauge, NY
  • 03/2016 → 09/2021
    Unemployed
    West Islip, NY
  • 11/2025 → 03/2026
    Bank Of America
    West Islip, NY
Other Businesses

OBA-129310|OrgNmn:Lily Flanagan's Restaurant Group|Org Addr:Oakdale ,New York,US|OBA Nature:Hospitality/Food Service |Invst Rel:N|Title:Bartender/Server |Duties:Provide customer service, take orders, and serve food and beverages at a restaurant |StrtDt:09-03-21|TotHrs/mon:50|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-14
S63 Uniform Securities Agent State Law Examination 2026-02-28
  • S66 Uniform Combined State Law Examination
    2026-07-14
  • S63 Uniform Securities Agent State Law Examination
    2026-02-28

View on SEC IAPD

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