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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

O' Fallon, MO • United States

16090 Swingley Ridge Rd Suite 100 - 300, Chesterfield, MO 63017-2064 • 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
Kforce St Louis MO 10/2017 02/2018
Wells Fargo Clearing Services Llc St Louis MO 10/2017 06/2021
Aerotek (Staffing Agency)- Monsanto (Assignment) St. Louis MO 07/2016 04/2017
Unemployed St. Louis MO 04/2017 10/2017
Moneta Group Investment Advisors, Llc St. Louis MO 06/2021 10/2022
Fidelity Investments Chesterfield MO 10/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2017 → 02/2018
    Kforce
    St Louis, MO
  • 10/2017 → 06/2021
    St Louis, MO
  • 07/2016 → 04/2017
    Aerotek (Staffing Agency)- Monsanto (Assignment)
    St. Louis, MO
  • 04/2017 → 10/2017
    Unemployed
    St. Louis, MO
  • 06/2021 → 10/2022
    St. Louis, MO
  • 10/2022 → Present
    Fidelity Investments
    Chesterfield, MO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-19
  • S66 Uniform Combined State Law Examination
    2018-01-19
Designations

View on SEC IAPD

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