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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

New York, 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
Cantlers River Side Inn Annapolis MD 04/2015 07/2023
Amazon Baltimore MD 05/2020 05/2020
Lockton Companies Washington DC 06/2022 08/2022
The Severn School Severna Park MD 08/2015 04/2019
Furman University Greenville SC 08/2019 04/2020
Gettysburg College Gettysburg PA 08/2020 04/2023
Fidelity Investments New York NY 08/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2015 → 07/2023
    Cantlers River Side Inn
    Annapolis, MD
  • 05/2020 → 05/2020
    Amazon
    Baltimore, MD
  • 06/2022 → 08/2022
    Lockton Companies
    Washington, DC
  • 08/2015 → 04/2019
    The Severn School
    Severna Park, MD
  • 08/2019 → 04/2020
    Furman University
    Greenville, SC
  • 08/2020 → 04/2023
    Gettysburg College
    Gettysburg, PA
  • 08/2023 → Present
    Fidelity Investments
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-23
  • S66 Uniform Combined State Law Examination
    2024-02-23
Other Names
  • Zack Thomas Kinsella

View on SEC IAPD

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