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Adrian Ennis

Strategic Advisers LLC

New York, NY

New Rochelle, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

330 Park Ave S, New York, NY 10010-3643 • United States

New Rochelle, NY • 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
Td Bank Union City NJ 09/2015 09/2016
Td Bank Bloomfield NJ 05/2016 06/2017
Jpmorgan Chase Bank Na Garfield NJ 06/2017 05/2021
Jp Morgan Securities Llc Garfield NJ 02/2018 05/2021
Ennis Enterprises Llc Garfield NJ 08/2015 05/2022
Amazon Teterboro NJ 11/2018 06/2019
Finkey Holdings, Llc Garfield NJ 04/2020 05/2022
Beupped, Llc. Garfield NJ 07/2020 05/2022
Ymxl, Inc. Brooklyn NY 02/2020 05/2022
Dream Vendors Llc Bloomfiled NJ 07/2020 05/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Brooklyn NY 06/2021 05/2022
Bank Of America, N.A. Brooklyn NY 08/2021 06/2022
Fidelity Investments New York NY 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2015 → 09/2016
    Td Bank
    Union City, NJ
  • 05/2016 → 06/2017
    Td Bank
    Bloomfield, NJ
  • 06/2017 → 05/2021
    Jpmorgan Chase Bank Na
    Garfield, NJ
  • 02/2018 → 05/2021
    Jp Morgan Securities Llc
    Garfield, NJ
  • 08/2015 → 05/2022
    Ennis Enterprises Llc
    Garfield, NJ
  • 11/2018 → 06/2019
    Amazon
    Teterboro, NJ
  • 04/2020 → 05/2022
    Finkey Holdings, Llc
    Garfield, NJ
  • 07/2020 → 05/2022
    Beupped, Llc.
    Garfield, NJ
  • 02/2020 → 05/2022
    Ymxl, Inc.
    Brooklyn, NY
  • 07/2020 → 05/2022
    Dream Vendors Llc
    Bloomfiled, NJ
  • 06/2021 → 05/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Brooklyn, NY
  • 08/2021 → 06/2022
    Bank Of America, N.A.
    Brooklyn, NY
  • 06/2022 → Present
    Fidelity Investments
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-69356|OrgNmn:Beupped / Likenly |Org Addr:Garfield ,New Jersey,US|OBA Nature:Community Marketplace |Invst Rel:N|Title:Partner|Duties:Marketing the company services to potential clients |StrtDt:06-13-22|TotHrs/mon:10|TrdHrs/mon:0|OBA-69347|OrgNmn:Finkey Holdings LLC / Finkey Clean |Org Addr:Garfield ,New Jersey,US|OBA Nature:Real estate investment company|Invst Rel:Y|Title:Partner|Duties:manage our real estate portfolio |StrtDt:06-13-22|TotHrs/mon:30|TrdHrs/mon:0|OBA-69353|OrgNmn:Generation Ventures |Org Addr:Madison,New Jersey,US|OBA Nature:buying real estate in new jers|Invst Rel:Y|Title:Treasurer|Duties:managing real estate portfolio |StrtDt:06-13-22|TotHrs/mon:10|TrdHrs/mon:0|OBA-69335|OrgNmn:Ennis Eniterprises |Org Addr:Garfield ,New Jersey,US|OBA Nature:Family Owned Real Estate Inves|Invst Rel:Y|Title:Vice President |Duties:Manage real estate portfolio |StrtDt:06-13-22|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-03
S63 Uniform Securities Agent State Law Examination 2018-06-14
  • S66 Uniform Combined State Law Examination
    2021-08-03
  • S63 Uniform Securities Agent State Law Examination
    2018-06-14
Other Names
  • Adrian C Ennis
  • Adrian Ennis
  • Adrian Claude Ennis

View on SEC IAPD

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P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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