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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-04-10
TX RA APPROVED 2025-04-04
  • MA RA
    APPROVED
    Since 2025-04-10
  • TX RA
    APPROVED
    Since 2025-04-04

Branch Locations

Boston, MA • United States

155 Congress St, Boston, MA 02110-2511 • 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
Ymca Melrose MA 06/2017 09/2017
Education Stations Melrose MA 09/2017 11/2017
Pine Banks Park Malden MA 06/2018 06/2020
Massachusetts Department Of Conservation And Recreation Revere MA 06/2020 08/2021
Seaboard Products Danvers MA 06/2022 06/2022
Wakefield Public Schools Wakefield MA 07/2022 08/2022
University Of Massachusetts Amherst Amherst MA 09/2019 05/2023
Fidelity Investments Merrimack NH 07/2023 Present
Melrose High School Melrose MA 08/2015 06/2019
  • 06/2017 → 09/2017
    Ymca
    Melrose, MA
  • 09/2017 → 11/2017
    Education Stations
    Melrose, MA
  • 06/2018 → 06/2020
    Pine Banks Park
    Malden, MA
  • 06/2020 → 08/2021
    Massachusetts Department Of Conservation And Recreation
    Revere, MA
  • 06/2022 → 06/2022
    Seaboard Products
    Danvers, MA
  • 07/2022 → 08/2022
    Wakefield Public Schools
    Wakefield, MA
  • 09/2019 → 05/2023
    University Of Massachusetts Amherst
    Amherst, MA
  • 07/2023 → Present
    Fidelity Investments
    Merrimack, NH
  • 08/2015 → 06/2019
    Melrose High School
    Melrose, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-07
S63 Uniform Securities Agent State Law Examination 2023-10-13
  • S66 Uniform Combined State Law Examination
    2025-01-07
  • S63 Uniform Securities Agent State Law Examination
    2023-10-13

View on SEC IAPD

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