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Caroline Brown

Strategic Advisers LLC

Boston, MA

Boston, MA

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

Branch Locations

801 Boylston Street, Boston, MA 02116-2625 • United States

Boston, 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
Fidelity Investments Boston MA 06/2023 Present
Full Time Student Foxboro MA 07/2013 08/2019
Staples Mansfield MA 06/2017 10/2018
Fidelity Investments Smithfield RI 06/2020 08/2020
Fidelity Investments Smithfield RI 06/2021 08/2021
Fidelity Investments Providence RI 06/2022 11/2022
Providence College Providence RI 08/2019 05/2023
Lululemon Cranston RI 12/2022 01/2023
Bradley Cafe Providence RI 06/2022 04/2023
Fidelity Investments Boston MA 03/2025 Present
  • 06/2023 → Present
    Fidelity Investments
    Boston, MA
  • 07/2013 → 08/2019
    Full Time Student
    Foxboro, MA
  • 06/2017 → 10/2018
    Staples
    Mansfield, MA
  • 06/2020 → 08/2020
    Fidelity Investments
    Smithfield, RI
  • 06/2021 → 08/2021
    Fidelity Investments
    Smithfield, RI
  • 06/2022 → 11/2022
    Fidelity Investments
    Providence, RI
  • 08/2019 → 05/2023
    Providence College
    Providence, RI
  • 12/2022 → 01/2023
    Lululemon
    Cranston, RI
  • 06/2022 → 04/2023
    Bradley Cafe
    Providence, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-03
S63 Uniform Securities Agent State Law Examination 2023-12-21
  • S66 Uniform Combined State Law Examination
    2024-12-03
  • S63 Uniform Securities Agent State Law Examination
    2023-12-21
Other Names
  • Caroline Elizabeth Brown

View on SEC IAPD

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ADVENT INTERNATIONAL, L.P.
NEW HERITAGE CAPITAL, LLC
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC
NEWPATH MANAGEMENT, L.P.

Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

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