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

Branch Locations

Medfield, MA • United States

801 Boylston Street, Boston, MA 02116-2625 • 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
Sentinel Benefits And Financial Group Wakefield MA 12/2015 01/2017
Fidelity Brokerage Services, Llc Merrimack NH 06/2017 Present
Bucknell University Lewisburg MA 08/2013 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 12/2015 → 01/2017
    Sentinel Benefits And Financial Group
    Wakefield, MA
  • 06/2017 → Present
    Fidelity Brokerage Services, Llc
    Merrimack, NH
  • 08/2013 → 05/2017
    Bucknell University
    Lewisburg, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-07-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cambridge, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-01
S63 Uniform Securities Agent State Law Examination 2017-07-20
  • S66 Uniform Combined State Law Examination
    2018-11-01
  • S63 Uniform Securities Agent State Law Examination
    2017-07-20
Designations
Other Names
  • Hayley Chandler Newhall
  • Hayley Newhall
  • Hayley Chandler Cullen

View on SEC IAPD

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