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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-06-24
TX RA APPROVED 2025-06-24
  • NH RA
    APPROVED
    Since 2025-06-24
  • TX RA
    APPROVED
    Since 2025-06-24

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Bedford, NH • 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
Shooting Stars Performing Arts| Holden MA 09/2017 05/2019
Joeys Bar And Grill Worcester MA 10/2017 06/2018
El Basha Grille Westborough MA 05/2019 08/2019
Unemployed Holden MA 08/2019 06/2020
Fidelity Investments Smithfield RI 03/2024 Present
Unemployed Holden MA 07/2000 10/2017
El Basha Grille Westborough MA 10/2022 05/2023
Unemployed Worcester MA 01/2024 03/2024
Sesuit Harbor Cafe Dennis MA 06/2020 10/2023
New York Life Westborough MA 10/2023 01/2024
  • 09/2017 → 05/2019
    Shooting Stars Performing Arts|
    Holden, MA
  • 10/2017 → 06/2018
    Joeys Bar And Grill
    Worcester, MA
  • 05/2019 → 08/2019
    El Basha Grille
    Westborough, MA
  • 08/2019 → 06/2020
    Unemployed
    Holden, MA
  • 03/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 07/2000 → 10/2017
    Unemployed
    Holden, MA
  • 10/2022 → 05/2023
    El Basha Grille
    Westborough, MA
  • 01/2024 → 03/2024
    Unemployed
    Worcester, MA
  • 06/2020 → 10/2023
    Sesuit Harbor Cafe
    Dennis, MA
  • 10/2023 → 01/2024
    New York Life
    Westborough, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-27
S63 Uniform Securities Agent State Law Examination 2024-06-26
  • S66 Uniform Combined State Law Examination
    2025-05-27
  • S63 Uniform Securities Agent State Law Examination
    2024-06-26

View on SEC IAPD

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