Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31

Branch Locations

New York, NY • United States

330 Park Ave S, New York, NY 10010-3643 • 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 New York NY 11/2023 Present
Fairfield University Fairfield CT 09/2019 05/2023
City Of New York Department Of Parks & Recreation New York NY 05/2018 09/2023
Fairfield University - Office Of Student Engagement Fairfield CT 05/2022 05/2023
New York Surf School Rockaway Beach NY 05/2015 08/2022
Rosegold Entertainment New York NY 08/2022 10/2023
Xavier High School New York NY 09/2015 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 11/2023 → Present
    Fidelity Investments
    New York, NY
  • 09/2019 → 05/2023
    Fairfield University
    Fairfield, CT
  • 05/2018 → 09/2023
    City Of New York Department Of Parks & Recreation
    New York, NY
  • 05/2022 → 05/2023
    Fairfield University - Office Of Student Engagement
    Fairfield, CT
  • 05/2015 → 08/2022
    New York Surf School
    Rockaway Beach, NY
  • 08/2022 → 10/2023
    Rosegold Entertainment
    New York, NY
  • 09/2015 → 05/2019
    Xavier High School
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York,, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-26
  • S66 Uniform Combined State Law Examination
    2024-03-26

View on SEC IAPD

More in New York, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor