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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
NJ RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

799 Central Park Ave Greenville Shopping Center, Scarsdale, NY 10583-2507 • United States

Milford, CT • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scottrade, Inc. New York NY 07/2005 02/2018
Td Ameritrade, Inc. Edison NJ 02/2018 09/2019
Td Ameritrade Investment Management, Llc Edison NJ 02/2018 09/2019
Jp Morgan Securities, Llc Scarsdale NY 09/2019 10/2020
Jp Morgan Chase Bank, N.A. Scarsdale NY 09/2019 10/2020
Fidelity Brokerage Services Llc Scarsdale NY 10/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2005 → 02/2018
    Scottrade, Inc.
    New York, NY
  • 02/2018 → 09/2019
    Td Ameritrade, Inc.
    Edison, NJ
  • 02/2018 → 09/2019
    Td Ameritrade Investment Management, Llc
    Edison, NJ
  • 09/2019 → 10/2020
    Scarsdale, NY
  • 09/2019 → 10/2020
    Jp Morgan Chase Bank, N.A.
    Scarsdale, NY
  • 10/2020 → Present
    Fidelity Brokerage Services Llc
    Scarsdale, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-01-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Scarsdale, NY
  • 2019-10-07 → 2020-10-08
    Scarsdale, NY
  • 2018-02-27 → 2019-09-11
    Td Ameritrade, Inc.
    Edison, NJ
  • 2018-02-26 → 2019-09-11
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Edison, NJ
  • 2017-05-12 → 2018-02-26
    Scottrade Investment Management
    Saint Louis, MO
  • 2004-11-22 → 2005-08-25
    Td Ameritrade, Inc.
    New York, NY
Other Businesses

OBA-16833|OrgNmn:Klyn Coronado|Org Addr:Milford,Connecticu,US|OBA Nature:write & distribute music|Invst Rel:N|Title:songwriter/performer|Duties:write and perform music|StrtDt:10-26-20|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-11-09
S63 Uniform Securities Agent State Law Examination 1999-01-22
  • S66 Uniform Combined State Law Examination
    2004-11-09
  • S63 Uniform Securities Agent State Law Examination
    1999-01-22
Designations

View on SEC IAPD

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