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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Meridian, ID • United States

79 E Eagles Gate Drive Suite 100, Eagle, ID 83616 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
The Vanguard Group, Inc. Scottsdale AZ 06/2017 09/2019
Texas Tech University Lubbock TX 02/2016 06/2017
Texas Tech University Lubbock TX 01/2016 06/2017
Fidelity Brokerage Services Boise ID 09/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 09/2019
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 02/2016 → 06/2017
    Texas Tech University
    Lubbock, TX
  • 01/2016 → 06/2017
    Texas Tech University
    Lubbock, TX
  • 09/2019 → Present
    Fidelity Brokerage Services
    Boise, ID
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-10-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boise, ID
  • 2017-08-25 → 2019-10-01
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-25
  • S66 Uniform Combined State Law Examination
    2017-08-25
Other Names
  • Rich Harrison
  • Richard Harrison
  • Richard William Harrison

View on SEC IAPD

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