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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1075 Northern Blvd, Roslyn, NY 11576-1681 • United States

Woodside, NY • 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
Fidelity Investments Roslyn NY 03/2023 Present
M&N Home Care Agency Queens NY 06/2020 03/2023
Executive Delivery Inc Woodside NY 03/2020 05/2020
Unlimited Nuts Inc Long Island City NY 10/2021 04/2022
Ps Parking Inc Carle Palace NY 05/2019 11/2019
Psv Parking Inc Rye NY 09/2019 09/2019
Sunnyside Community Services Sunnyside NY 07/2016 02/2019
City University Of New York: Queens College Flushing NY 08/2018 06/2022
Aviation Career & Technical High School Long Island City NY 09/2013 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 03/2023 → Present
    Fidelity Investments
    Roslyn, NY
  • 06/2020 → 03/2023
    M&N Home Care Agency
    Queens, NY
  • 03/2020 → 05/2020
    Executive Delivery Inc
    Woodside, NY
  • 10/2021 → 04/2022
    Unlimited Nuts Inc
    Long Island City, NY
  • 05/2019 → 11/2019
    Ps Parking Inc
    Carle Palace, NY
  • 09/2019 → 09/2019
    Psv Parking Inc
    Rye, NY
  • 07/2016 → 02/2019
    Sunnyside Community Services
    Sunnyside, NY
  • 08/2018 → 06/2022
    City University Of New York: Queens College
    Flushing, NY
  • 09/2013 → 06/2017
    Aviation Career & Technical High School
    Long Island City, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Woodside, NY
    Roslyn, NY
Other Businesses

OBA-97631|OrgNmn:Public Partnerships LLC (PPL)|Org Addr:New York ,New York,US|OBA Nature:Personal Assistance for the el|Invst Rel:N|Title:Personal Assistance |Duties:Providing personal assistance to an elderly person like buying groceries, taking them to the doctor, etc. |StrtDt:06-20-20|TotHrs/mon:80|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-14
  • S66 Uniform Combined State Law Examination
    2023-08-14

View on SEC IAPD

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