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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

East Boston, MA • United States

155 Congress St, Boston, MA 02110-2511 • 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
Fidelity Investments Merrimack NH 09/2015 10/2016
Fidelity Brokerage Services Llc Merrimack NH 10/2016 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2015 → 10/2016
    Fidelity Investments
    Merrimack, NH
  • 10/2016 → Present
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2018-04-17 → 2018-07-13
    Merrimack, NH
    Merrimack, NH
Other Businesses

OBA-129774|OrgNmn:GreenRoots|Org Addr:Chelsea,Massachuse,US|OBA Nature:Environmental justice and publ|Invst Rel:N|Title:Board Member|Duties:The Board of Directors shall acquire, hold and manage the fiscal, personal, and real property of the Corporation, exercising all the powers no|StrtDt:05-14-26|TotHrs/mon:1.5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-28
  • S66 Uniform Combined State Law Examination
    2017-02-28

View on SEC IAPD

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