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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Rutherford, NJ • United States

320 Park Avenue, New York, NY 10022-6815 • 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
Citizens Bank Newtonville MA 06/2014 02/2017
Citizens Securities, Inc Newtonville MA 02/2017 03/2018
Eastern Bank Watertown MA 04/2018 08/2018
Bank Of America Waban MA 09/2018 11/2021
Jpmorgan & Chase Newton MA 11/2021 07/2022
Fidelity Investments Merrimack NH 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2014 → 02/2017
    Citizens Bank
    Newtonville, MA
  • 02/2017 → 03/2018
    Newtonville, MA
  • 04/2018 → 08/2018
    Eastern Bank
    Watertown, MA
  • 09/2018 → 11/2021
    Bank Of America
    Waban, MA
  • 11/2021 → 07/2022
    Jpmorgan & Chase
    Newton, MA
  • 07/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
  • 2017-09-06 → 2018-03-05
    Newtonville, MA
    Dedham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-01
S63 Uniform Securities Agent State Law Examination 2022-09-01
S65 Uniform Investment Adviser Law Examination 2017-09-06
  • S66 Uniform Combined State Law Examination
    2023-07-01
  • S63 Uniform Securities Agent State Law Examination
    2022-09-01
  • S65 Uniform Investment Adviser Law Examination
    2017-09-06

View on SEC IAPD

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