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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-09-30
TX RA APPROVED 2025-09-30
  • NH RA
    APPROVED
    Since 2025-09-30
  • TX RA
    APPROVED
    Since 2025-09-30

Branch Locations

Bedford, NH • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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 Merrimack NH 07/2023 Present
Unemployed Bedford NH 04/2023 07/2023
Alef Edge New York NY 10/2022 04/2023
Zebra Technologies Dedham MA 03/2020 10/2022
At&T Dallas TX 08/2015 03/2020
  • 07/2023 → Present
    Fidelity Investments
    Merrimack, NH
  • 04/2023 → 07/2023
    Unemployed
    Bedford, NH
  • 10/2022 → 04/2023
    Alef Edge
    New York, NY
  • 03/2020 → 10/2022
    Zebra Technologies
    Dedham, MA
  • 08/2015 → 03/2020
    At&T
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-26
S63 Uniform Securities Agent State Law Examination 2023-10-27
  • S66 Uniform Combined State Law Examination
    2025-09-26
  • S63 Uniform Securities Agent State Law Examination
    2023-10-27

View on SEC IAPD

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