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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Stow, MA • United States

44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528 • 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
New England Sports Management D/B/A New England Sports Center Marlborough MA 10/2020 09/2022
Donovan Services Inc. Stow MA 09/2019 11/2019
Lazer Sound Inc. Marlborough MA 02/2018 06/2020
Uber Technologies Inc. San Francisco MA 02/2021 03/2023
Grubhub Holdings Inc. Chicago IL 12/2022 03/2023
New England Sports Management D/B/A New England Sports Center Marlborough MA 05/2016 08/2018
Fidelity Investments Burlington MA 03/2023 Present
Marlborough High School Marlborough MA 08/2013 06/2017
Middlesex Community College Lowell/Bedford MA 09/2017 05/2020
Framingham State University Framingham MA 09/2020 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 10/2020 → 09/2022
    New England Sports Management D/B/A New England Sports Center
    Marlborough, MA
  • 09/2019 → 11/2019
    Donovan Services Inc.
    Stow, MA
  • 02/2018 → 06/2020
    Lazer Sound Inc.
    Marlborough, MA
  • 02/2021 → 03/2023
    Uber Technologies Inc.
    San Francisco, MA
  • 12/2022 → 03/2023
    Grubhub Holdings Inc.
    Chicago, IL
  • 05/2016 → 08/2018
    New England Sports Management D/B/A New England Sports Center
    Marlborough, MA
  • 03/2023 → Present
    Fidelity Investments
    Burlington, MA
  • 08/2013 → 06/2017
    Marlborough High School
    Marlborough, MA
  • 09/2017 → 05/2020
    Middlesex Community College
    Lowell/Bedford, MA
  • 09/2020 → 05/2022
    Framingham State University
    Framingham, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Burlington, MA
Other Businesses

OBA-97280|OrgNmn:Grubhub Holdings Inc|Org Addr:Chicago,Illinois,US|OBA Nature:Food delivery service|Invst Rel:N|Title:N/A|Duties:NONE|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|OBA-97191|OrgNmn:Uber Technologies Inc.|Org Addr:San Franci,California,US|OBA Nature:Rideshare/ courier service|Invst Rel:N|Title:Independent Contractor|Duties:None|StrtDt:03-07-23|TotHrs/mon:15|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-09
  • S66 Uniform Combined State Law Examination
    2023-07-09

View on SEC IAPD

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