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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-05
NY RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-02-05
  • NY RA
    APPROVED
    Since 2025-03-31

Branch Locations

330 Park Ave S, New York, NY 10010-3643 • United States

Brooklyn, 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
Unemployed New Orleans LA 08/2021 06/2022
Almonte Keyfood Group Brooklyn NY 09/2020 01/2021
J.P. Morgan Chase & Co. New York NY 06/2023 08/2023
Scotiabank New York NY 06/2022 08/2022
Almonte Keyfood Group Brooklyn NY 06/2021 08/2021
Unemployed New Orleans LA 08/2022 06/2023
Fidelity Investments New York NY 10/2024 Present
Unemployed Brooklyn NY 10/2013 09/2020
Unemployed New Orleans LA 01/2021 06/2021
Excite All Stars New Orleans LA 08/2022 12/2022
American Red Cross New Orleans LA 08/2023 12/2023
Unemployed Brooklyn NY 08/2023 10/2024
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → 06/2022
    Unemployed
    New Orleans, LA
  • 09/2020 → 01/2021
    Almonte Keyfood Group
    Brooklyn, NY
  • 06/2023 → 08/2023
    J.P. Morgan Chase & Co.
    New York, NY
  • 06/2022 → 08/2022
    Scotiabank
    New York, NY
  • 06/2021 → 08/2021
    Almonte Keyfood Group
    Brooklyn, NY
  • 08/2022 → 06/2023
    Unemployed
    New Orleans, LA
  • 10/2024 → Present
    Fidelity Investments
    New York, NY
  • 10/2013 → 09/2020
    Unemployed
    Brooklyn, NY
  • 01/2021 → 06/2021
    Unemployed
    New Orleans, LA
  • 08/2022 → 12/2022
    Excite All Stars
    New Orleans, LA
  • 08/2023 → 12/2023
    American Red Cross
    New Orleans, LA
  • 08/2023 → 10/2024
    Unemployed
    Brooklyn, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
    Brooklyn, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-19
  • S66 Uniform Combined State Law Examination
    2025-02-19

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