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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

7501 Wisconsin Ave Suites 150W & 700W, Bethesda, MD 20814-6519 • United States

Rockville, MD • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hunt Valley MD 02/2018 10/2019
Tiffany & Co Towson MD 11/2017 01/2018
Baltimore Council On Foreign Affairs Baltimore MD 02/2017 06/2017
World Trade Center Institute Baltimore MD 02/2017 06/2017
Towson University Towson MD 08/2013 05/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Clarksville MD 10/2019 11/2021
Bank Of America, N.A. Clarksville MD 02/2018 11/2021
Xingluxing International Corporation Of Fujian Province Fuzhou 08/2017 09/2017
J.P. Morgan Securities Llc Washington DC 12/2021 05/2023
Jp Morgan Chase Bank, N.A. Washington DC 12/2021 05/2023
Fidelity Investments Bethesda MD 07/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2018 → 10/2019
    Hunt Valley, MD
  • 11/2017 → 01/2018
    Tiffany & Co
    Towson, MD
  • 02/2017 → 06/2017
    Baltimore Council On Foreign Affairs
    Baltimore, MD
  • 02/2017 → 06/2017
    World Trade Center Institute
    Baltimore, MD
  • 08/2013 → 05/2017
    Towson University
    Towson, MD
  • 10/2019 → 11/2021
    Clarksville, MD
  • 02/2018 → 11/2021
    Bank Of America, N.A.
    Clarksville, MD
  • 08/2017 → 09/2017
    Xingluxing International Corporation Of Fujian Province
    Fuzhou
  • 12/2021 → 05/2023
    Washington, DC
  • 12/2021 → 05/2023
    Jp Morgan Chase Bank, N.A.
    Washington, DC
  • 07/2023 → Present
    Fidelity Investments
    Bethesda, MD
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-22
  • S66 Uniform Combined State Law Examination
    2018-05-22
Designations

View on SEC IAPD

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