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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-04-23
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-04-23
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528 • United States

Manchester, NH • 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
Ross A. Lurgio Middle School And Bedford High School Bedford NH 06/2013 12/2017
Bedford Village Inn Bedford NH 12/2017 03/2019
Trader Joe's Bedford NH 03/2019 08/2019
Mcgill University Montreal 08/2019 05/2023
Target Bedford NH 07/2020 08/2022
Dunkin Donuts Bedford NH 05/2023 05/2023
Fidelity Investments Merrimack NH 06/2023 Present
Bedford High School Bedford NH 08/2016 06/2019
Stardust Star Ups Remote XX 05/2022 08/2022
Fidelity Investments Boston MA 03/2025 Present
  • 06/2013 → 12/2017
    Ross A. Lurgio Middle School And Bedford High School
    Bedford, NH
  • 12/2017 → 03/2019
    Bedford Village Inn
    Bedford, NH
  • 03/2019 → 08/2019
    Trader Joe's
    Bedford, NH
  • 08/2019 → 05/2023
    Mcgill University
    Montreal
  • 07/2020 → 08/2022
    Target
    Bedford, NH
  • 05/2023 → 05/2023
    Dunkin Donuts
    Bedford, NH
  • 06/2023 → Present
    Fidelity Investments
    Merrimack, NH
  • 08/2016 → 06/2019
    Bedford High School
    Bedford, NH
  • 05/2022 → 08/2022
    Stardust Star Ups
    Remote, XX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    Manchester, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-02
S63 Uniform Securities Agent State Law Examination 2023-09-27
  • S66 Uniform Combined State Law Examination
    2024-08-02
  • S63 Uniform Securities Agent State Law Examination
    2023-09-27
Other Names
  • Ramou Toulie Taal
  • Ramou Taal

View on SEC IAPD

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