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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

1356 Third Avenue, New York, NY 10075-0461 • United States

320 Park Avenue, New York, NY 10022-6815 • 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 07/2023 Present
Villagefringe Llc New York NY 04/2022 06/2023
Self-Employed New York NY 05/2021 04/2022
Bloomingdale's New York NY 07/2021 09/2021
Unemployed London 08/2020 05/2021
Imperial College London London 08/2019 08/2020
Unemployed Dallas TX 05/2019 08/2019
University Of Miami Miami FL 08/2015 05/2019
Pura Vida Miami FL 06/2018 12/2018
Fidelity Investments Boston MA 03/2025 Present
  • 07/2023 → Present
    Fidelity Investments
    New York, NY
  • 04/2022 → 06/2023
    Villagefringe Llc
    New York, NY
  • 05/2021 → 04/2022
    Self-Employed
    New York, NY
  • 07/2021 → 09/2021
    Bloomingdale's
    New York, NY
  • 08/2020 → 05/2021
    Unemployed
    London
  • 08/2019 → 08/2020
    Imperial College London
    London
  • 05/2019 → 08/2019
    Unemployed
    Dallas, TX
  • 08/2015 → 05/2019
    University Of Miami
    Miami, FL
  • 06/2018 → 12/2018
    Pura Vida
    Miami, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
Other Businesses

OBA-116012|OrgNmn:180 Front MFS LLC|Org Addr:Brooklyn,New York,US|OBA Nature:LLC Holding Company for a Real|Invst Rel:Y|Title:Partner|Duties:LLC Member and LLC Agent|StrtDt:|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-29
  • S66 Uniform Combined State Law Examination
    2024-01-29

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