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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

St. Petersburg, FL • 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
American Income Life Insurance Company Edison NJ 06/2015 09/2016
Uber Newark NJ 09/2016 01/2017
Jackson Hewitt Union NJ 01/2017 04/2017
Unemployed Annandale NJ 04/2017 07/2017
Morgan Stanley Morristown NJ 07/2017 01/2020
Morgan Stanley Private Bank, National Association New York NY 10/2017 01/2020
Trinity Wealth Securities Tampa FL 04/2020 11/2021
Unemployed Tampa FL 01/2020 04/2020
Florida Financial Advisors Tampa FL 04/2020 11/2021
Fidelity Investments Tampa FL 01/2022 Present
Uber/Lyft Tampa FL 11/2021 01/2022
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 09/2016
    American Income Life Insurance Company
    Edison, NJ
  • 09/2016 → 01/2017
    Uber
    Newark, NJ
  • 01/2017 → 04/2017
    Jackson Hewitt
    Union, NJ
  • 04/2017 → 07/2017
    Unemployed
    Annandale, NJ
  • 07/2017 → 01/2020
    Morristown, NJ
  • 10/2017 → 01/2020
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 04/2020 → 11/2021
    Trinity Wealth Securities
    Tampa, FL
  • 01/2020 → 04/2020
    Unemployed
    Tampa, FL
  • 04/2020 → 11/2021
    Florida Financial Advisors
    Tampa, FL
  • 01/2022 → Present
    Fidelity Investments
    Tampa, FL
  • 11/2021 → 01/2022
    Uber/Lyft
    Tampa, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tampa, FL
    Palm Harbor, FL
  • 2020-05-15 → 2021-11-17
    Tampa, FL
  • 2017-12-14 → 2020-02-04
    Morristown, NJ
    Morristown, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-13
  • S66 Uniform Combined State Law Examination
    2017-12-13
Other Names
  • Christian Cook
  • Christian Charles Cook

View on SEC IAPD

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