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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-12-22
CT RA APPROVED 2025-04-29
NY RA APPROVED 2025-04-29
  • TX RA
    APPROVED_RES
    Since 2025-12-22
  • CT RA
    APPROVED
    Since 2025-04-29
  • NY RA
    APPROVED
    Since 2025-04-29

Branch Locations

869 Washington Blvd, Stamford, CT 06901-2903 • United States

Queens, 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 Stamford CT 04/2023 Present
Jpmorgan Chase Croton-On-Hudson NY 07/2022 04/2023
Premium Merchant Funding New York NY 05/2022 07/2022
Stop And Shop Baldwin Place NY 01/2018 12/2020
Stop And Shop Baldwin Place NY 08/2014 12/2017
Stony Brook University Stony Brook NY 08/2019 08/2022
Westchester Community College Valhalla NY 08/2017 05/2019
Lakeland High School Shrub Oak NY 03/2013 05/2017
  • 04/2023 → Present
    Fidelity Investments
    Stamford, CT
  • 07/2022 → 04/2023
    Jpmorgan Chase
    Croton-On-Hudson, NY
  • 05/2022 → 07/2022
    Premium Merchant Funding
    New York, NY
  • 01/2018 → 12/2020
    Stop And Shop
    Baldwin Place, NY
  • 08/2014 → 12/2017
    Stop And Shop
    Baldwin Place, NY
  • 08/2019 → 08/2022
    Stony Brook University
    Stony Brook, NY
  • 08/2017 → 05/2019
    Westchester Community College
    Valhalla, NY
  • 03/2013 → 05/2017
    Lakeland High School
    Shrub Oak, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-15
  • S66 Uniform Combined State Law Examination
    2023-08-15

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