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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

Quincy, MA • 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
Kid's Connection Quincy MA 09/2018 05/2019
Stop & Shop Quincy MA 08/2019 12/2022
Workspott / Host Family Stay London 09/2021 12/2021
Navigant Credit Union Smithfield RI 06/2023 09/2023
Fidelity Investments Smithfield RI 09/2023 Present
Boston College High School Boston MA 09/2013 05/2019
Bryant University Smithfield RI 09/2019 05/2023
Granite Links Golf Course Quincy MA 06/2019 08/2019
Fidelity Investments Boston MA 03/2025 Present
  • 09/2018 → 05/2019
    Kid's Connection
    Quincy, MA
  • 08/2019 → 12/2022
    Stop & Shop
    Quincy, MA
  • 09/2021 → 12/2021
    Workspott / Host Family Stay
    London
  • 06/2023 → 09/2023
    Navigant Credit Union
    Smithfield, RI
  • 09/2023 → Present
    Fidelity Investments
    Smithfield, RI
  • 09/2013 → 05/2019
    Boston College High School
    Boston, MA
  • 09/2019 → 05/2023
    Bryant University
    Smithfield, RI
  • 06/2019 → 08/2019
    Granite Links Golf Course
    Quincy, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
    Quincy, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-01
S63 Uniform Securities Agent State Law Examination 2024-02-05
  • S66 Uniform Combined State Law Examination
    2024-11-01
  • S63 Uniform Securities Agent State Law Examination
    2024-02-05

View on SEC IAPD

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