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Richard Cooper Warren

Strategic Advisers LLC

Cambridge, MA

Concord, MA

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

Branch Locations

200 Technology Square, Cambridge, MA 02139-3578 • United States

Concord, 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
Fidelity Investments Cambridge MA 10/2023 Present
Bitsight Boston MA 01/2022 10/2023
Proofpoint Boston MA 11/2019 01/2022
Observeit Boston MA 06/2019 11/2019
Beyondtrust Somerville MA 01/2019 06/2019
Avecto Somerville MA 08/2015 12/2018
Fidelity Investments Boston MA 03/2025 Present
  • 10/2023 → Present
    Fidelity Investments
    Cambridge, MA
  • 01/2022 → 10/2023
    Bitsight
    Boston, MA
  • 11/2019 → 01/2022
    Proofpoint
    Boston, MA
  • 06/2019 → 11/2019
    Observeit
    Boston, MA
  • 01/2019 → 06/2019
    Beyondtrust
    Somerville, MA
  • 08/2015 → 12/2018
    Avecto
    Somerville, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cambridge, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-29
  • S66 Uniform Combined State Law Examination
    2024-03-29

View on SEC IAPD

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Abigail Rose Lee
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Other Offices

GENERAL CATALYST · CAMBRIDGE, MA
G20 CAPITAL MANAGEMENT, LLC · CAMBRIDGE, MA
GC WEALTH MANAGEMENT RIA, LLC · CAMBRIDGE, MA
CATALYST IMPACT PARTNERS CORP. · CAMBRIDGE, MA
EDULAB CAPITAL MANAGEMENT COMPANY, LLC · CAMBRIDGE, MA
KSI ADVISORS, LLC · CAMBRIDGE, MA
KENDALL INVESTMENTS, LLC · CAMBRIDGE, MA
VIRAJ CAPITAL, LLC · CAMBRIDGE, MA

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