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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
MA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-01-08
  • MA RA
    APPROVED
    Since 2025-03-31

Branch Locations

Charlestown, MA • United States

152 Endicott Street, Danvers, MA 01923-3619 • 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 Smithfield RI 07/2023 Present
Eyepoint Pharmaceuticals Watertown MA 06/2022 08/2022
Ithaca College Ithaca NY 10/2019 05/2023
Wightman Tennis Center Weston MA 06/2017 08/2019
Viamericas Corporation Bethesda MD 04/2021 08/2021
Ashland High School Ashland MA 08/2015 06/2019
Unemployed Ashland MA 03/2020 02/2021
Ithaca College Ithaca NY 08/2019 05/2023
Fidelity Investments Boston MA 03/2025 Present
  • 07/2023 → Present
    Fidelity Investments
    Smithfield, RI
  • 06/2022 → 08/2022
    Eyepoint Pharmaceuticals
    Watertown, MA
  • 10/2019 → 05/2023
    Ithaca College
    Ithaca, NY
  • 06/2017 → 08/2019
    Wightman Tennis Center
    Weston, MA
  • 04/2021 → 08/2021
    Viamericas Corporation
    Bethesda, MD
  • 08/2015 → 06/2019
    Ashland High School
    Ashland, MA
  • 03/2020 → 02/2021
    Unemployed
    Ashland, MA
  • 08/2019 → 05/2023
    Ithaca College
    Ithaca, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Danvers, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-14
S63 Uniform Securities Agent State Law Examination 2023-11-21
  • S66 Uniform Combined State Law Examination
    2024-11-14
  • S63 Uniform Securities Agent State Law Examination
    2023-11-21

View on SEC IAPD

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