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John Foley

Strategic Advisers LLC

New York, NY

Fairfield, CT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-06-15
NY RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CT RA
    APPROVED
    Since 2026-06-15
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

13A W 61St St, New York, NY 10023-0000 • United States

Fairfield, CT • 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
Terra Nova Restaurant Sewell NJ 12/2015 12/2016
Fidelity Brokerage Services Llc New York City NY 01/2017 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2015 → 12/2016
    Terra Nova Restaurant
    Sewell, NJ
  • 01/2017 → Present
    Fidelity Brokerage Services Llc
    New York City, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-03-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-15
S63 Uniform Securities Agent State Law Examination 2017-09-12
  • S66 Uniform Combined State Law Examination
    2026-06-15
  • S63 Uniform Securities Agent State Law Examination
    2017-09-12
Other Names
  • Jack Foley
  • John Foley
  • John Paul Foley

View on SEC IAPD

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KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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