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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
PA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-01-08
  • PA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Philadelphia, PA • United States

1735 Market St Mellon Bank Center, Philadelphia, PA 19103-2998 • 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
Last Stop Sports Bar Winooski VT 01/2018 04/2018
Maxwells Doylestown PA 06/2010 08/2017
Bexr Logistix Doylestown PA 06/2017 07/2017
Vermont Army National Guard Jericho VT 02/2015 09/2022
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2018 12/2018
Northwestern Mutual Investment Services Llc Wellesley MA 06/2018 01/2019
Northwestern Mutual Wealth Management Company Milwaukee WI 11/2018 12/2018
Civic Financial - Northwestern Mutual Boston MA 01/2019 04/2021
Fidelity Investments Conshohocken PA 09/2022 Present
University Of Vermont Burlington VT 01/2014 05/2018
Uber Buckingham PA 07/2022 08/2022
Brighton Bodega Brighton MA 01/2019 03/2019
Burlington Country Club Burlington VT 06/2014 07/2022
Fidelity Investments Boston MA 03/2025 Present
  • 01/2018 → 04/2018
    Last Stop Sports Bar
    Winooski, VT
  • 06/2010 → 08/2017
    Maxwells
    Doylestown, PA
  • 06/2017 → 07/2017
    Bexr Logistix
    Doylestown, PA
  • 02/2015 → 09/2022
    Vermont Army National Guard
    Jericho, VT
  • 05/2018 → 12/2018
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 06/2018 → 01/2019
    Northwestern Mutual Investment Services Llc
    Wellesley, MA
  • 11/2018 → 12/2018
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 01/2019 → 04/2021
    Civic Financial - Northwestern Mutual
    Boston, MA
  • 09/2022 → Present
    Fidelity Investments
    Conshohocken, PA
  • 01/2014 → 05/2018
    University Of Vermont
    Burlington, VT
  • 07/2022 → 08/2022
    Uber
    Buckingham, PA
  • 01/2019 → 03/2019
    Brighton Bodega
    Brighton, MA
  • 06/2014 → 07/2022
    Burlington Country Club
    Burlington, VT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
    Conshohocken, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-12
S63 Uniform Securities Agent State Law Examination 2018-08-13
  • S66 Uniform Combined State Law Examination
    2022-12-12
  • S63 Uniform Securities Agent State Law Examination
    2018-08-13
Other Names
  • Dakotah Hutkin
  • Dakotah James Hutkin

View on SEC IAPD

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