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Jordan Leibovici

Strategic Advisers LLC

Boston, MA

Nashua, NH

CRD 7987081

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-08-20
NH RA APPROVED 2026-08-11
TX RA APPROVED 2026-08-11
  • MA RA
    APPROVED
    Since 2026-08-20
  • NH RA
    APPROVED
    Since 2026-08-11
  • TX RA
    APPROVED
    Since 2026-08-11

Branch Locations

Boston, MA • United States

225 Daniel Webster Hwy, Nashua, NH 03060-5536 • 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
Hatherly Country Club Scituate MA 06/2024 08/2024
Unemployed Scituate MA 08/2023 05/2024
Atlantic Bagel Hingham MA 09/2017 02/2018
Unemployed Scituate MA 02/2018 10/2018
Qualitas Dental Partners Providence RI 06/2023 08/2023
Fidelity Investments Smithfield RI 09/2024 Present
Cohasset Tennis Club Cohasset MA 10/2018 03/2019
Unemployed Scituate MA 03/2019 06/2020
Hatherly Country Club Scituate MA 06/2020 08/2022
Unemployed Scituate MA 05/2013 08/2017
Unemployed Scituate MA 08/2022 06/2023
  • 06/2024 → 08/2024
    Hatherly Country Club
    Scituate, MA
  • 08/2023 → 05/2024
    Unemployed
    Scituate, MA
  • 09/2017 → 02/2018
    Atlantic Bagel
    Hingham, MA
  • 02/2018 → 10/2018
    Unemployed
    Scituate, MA
  • 06/2023 → 08/2023
    Qualitas Dental Partners
    Providence, RI
  • 09/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 10/2018 → 03/2019
    Cohasset Tennis Club
    Cohasset, MA
  • 03/2019 → 06/2020
    Unemployed
    Scituate, MA
  • 06/2020 → 08/2022
    Hatherly Country Club
    Scituate, MA
  • 05/2013 → 08/2017
    Unemployed
    Scituate, MA
  • 08/2022 → 06/2023
    Unemployed
    Scituate, MA
Other Businesses

OBA-119639|OrgNmn:Private Tennis Lessons|Org Addr:Hingham ,Massachuse,US|OBA Nature:Private Tennis Lessons offeree|Invst Rel:N|Title:Tennis Coach|Duties:Coaching tennis to community members|StrtDt:|TotHrs/mon:12|TrdHrs/mon:2|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-07-06
S63 Uniform Securities Agent State Law Examination 2024-11-27
  • S66 Uniform Combined State Law Examination
    2026-07-06
  • S63 Uniform Securities Agent State Law Examination
    2024-11-27

View on SEC IAPD

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