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

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Cambridge, MA • 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
Core Connection Northborough MA 01/2023 03/2023
Beacon Capital Partners Boston MA 06/2022 10/2022
World Resources Institute Washington DC 06/2021 07/2021
University Of Massachusetts Amherst - Department Of Physics Amherst MA 09/2020 12/2020
Sovereign Infrastructure Group Chicago IL 06/2020 08/2020
Indo German Center For Sustainability Chennai 06/2019 08/2019
Academic Fellows Program - University Of Massachusetts Amherst Amherst MA 01/2019 05/2019
Fidelity Investments Merrimack NH 03/2023 Present
Unemployed Cambridge MA 10/2022 01/2023
University Of Masschusetts Amherst Amherst MA 09/2018 09/2022
Dietrich Bonhoeffer Bildungscampus Bad Aibling 06/2015 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 01/2023 → 03/2023
    Core Connection
    Northborough, MA
  • 06/2022 → 10/2022
    Beacon Capital Partners
    Boston, MA
  • 06/2021 → 07/2021
    World Resources Institute
    Washington, DC
  • 09/2020 → 12/2020
    University Of Massachusetts Amherst - Department Of Physics
    Amherst, MA
  • 06/2020 → 08/2020
    Sovereign Infrastructure Group
    Chicago, IL
  • 06/2019 → 08/2019
    Indo German Center For Sustainability
    Chennai
  • 01/2019 → 05/2019
    Academic Fellows Program - University Of Massachusetts Amherst
    Amherst, MA
  • 03/2023 → Present
    Fidelity Investments
    Merrimack, NH
  • 10/2022 → 01/2023
    Unemployed
    Cambridge, MA
  • 09/2018 → 09/2022
    University Of Masschusetts Amherst
    Amherst, MA
  • 06/2015 → 08/2018
    Dietrich Bonhoeffer Bildungscampus
    Bad Aibling
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-15
  • S66 Uniform Combined State Law Examination
    2023-09-15
Other Names
  • Ananth Shankar

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