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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-08-25
  • PA RA
    APPROVED
    Since 2026-08-25

Branch Locations

Wexford, PA • United States

2060 Mackenzie Way, Cranberry Twp, PA 16066-5333 • 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
Unemployed Wexford PA 06/2020 04/2023
E.E. Powell & Company, Inc. Seven Fields PA 05/2023 07/2026
Unemployed Wexford PA 07/2016 02/2019
Burgatory Bar Pittsburgh PA 02/2019 06/2020
Fidelity Investments Cranberry Twp PA 07/2026 Present
  • 06/2020 → 04/2023
    Unemployed
    Wexford, PA
  • 05/2023 → 07/2026
    E.E. Powell & Company, Inc.
    Seven Fields, PA
  • 07/2016 → 02/2019
    Unemployed
    Wexford, PA
  • 02/2019 → 06/2020
    Burgatory Bar
    Pittsburgh, PA
  • 07/2026 → Present
    Fidelity Investments
    Cranberry Twp, PA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-26
S63 Uniform Securities Agent State Law Examination 2023-08-18
  • S66 Uniform Combined State Law Examination
    2023-10-26
  • S63 Uniform Securities Agent State Law Examination
    2023-08-18
Other Names
  • Christina Lee Lewis

View on SEC IAPD

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