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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

San Diego, CA • United States

7676 Hazard Ctr Dr Ste 820, San Diego, CA 92108-4516 • 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
Eaton Vance Management Boston MA 06/2018 07/2019
Eaton Vance Distributors, Inc. Boston MA 06/2018 07/2019
University Of Massachusetts Amherst Amherst MA 09/2015 05/2018
Bruegger'S Bagels Amherst MA 11/2017 04/2018
State Street Bank Hadley MA 11/2015 05/2017
Columbia Management Investment Distributors, Inc. Boston MA 07/2019 06/2022
Fidelity Investments San Diego CA 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 07/2019
    Boston, MA
  • 06/2018 → 07/2019
    Eaton Vance Distributors, Inc.
    Boston, MA
  • 09/2015 → 05/2018
    University Of Massachusetts Amherst
    Amherst, MA
  • 11/2017 → 04/2018
    Bruegger'S Bagels
    Amherst, MA
  • 11/2015 → 05/2017
    State Street Bank
    Hadley, MA
  • 07/2019 → 06/2022
    Columbia Management Investment Distributors, Inc.
    Boston, MA
  • 07/2022 → Present
    Fidelity Investments
    San Diego, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-03-16
  • S66 Uniform Combined State Law Examination
    2019-03-16
Other Names
  • Johnathon Phillip Tang

View on SEC IAPD

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