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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

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
Fidelity Investments New York NY 06/2023 Present
Hamvotes Clinton NY 09/2022 12/2022
Fidelity Investments Boston MA 06/2022 08/2022
Special Olympics Massachusetts Marlborough MA 05/2021 08/2021
Shaw's Grocery Store Ashland MA 05/2021 08/2021
Shaw's Grocery Store Ashland MA 05/2020 08/2020
Shaw's Grocery Store Ashland MA 05/2019 08/2019
Holliston Parks And Recreation Holliston MA 06/2017 08/2017
Chipotle Framingham MA 06/2018 08/2018
Student Holliston MA 01/2013 05/2019
Student Clinton NY 08/2019 05/2023
Fidelity Investments Boston MA 03/2025 Present
  • 06/2023 → Present
    Fidelity Investments
    New York, NY
  • 09/2022 → 12/2022
    Hamvotes
    Clinton, NY
  • 06/2022 → 08/2022
    Fidelity Investments
    Boston, MA
  • 05/2021 → 08/2021
    Special Olympics Massachusetts
    Marlborough, MA
  • 05/2021 → 08/2021
    Shaw's Grocery Store
    Ashland, MA
  • 05/2020 → 08/2020
    Shaw's Grocery Store
    Ashland, MA
  • 05/2019 → 08/2019
    Shaw's Grocery Store
    Ashland, MA
  • 06/2017 → 08/2017
    Holliston Parks And Recreation
    Holliston, MA
  • 06/2018 → 08/2018
    Chipotle
    Framingham, MA
  • 01/2013 → 05/2019
    Student
    Holliston, MA
  • 08/2019 → 05/2023
    Student
    Clinton, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-10-06
  • S66 Uniform Combined State Law Examination
    2023-10-06
Other Names
  • Drew Reilly Frey

View on SEC IAPD

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