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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-06-05
TX RA APPROVED 2025-06-05
  • RI RA
    APPROVED
    Since 2025-06-05
  • TX RA
    APPROVED
    Since 2025-06-05

Branch Locations

Bristol, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Guaranteed Rate Newport RI 11/2021 01/2023
Carnegie Abbey / Aquidneck Club Portsmouth RI 04/2013 11/2023
Fidelity Investments Smithfield RI 12/2023 Present
Portsmouth Abbey School Portsmouth RI 09/2013 05/2017
Bentley University Waltham MA 01/2018 10/2021
  • 11/2021 → 01/2023
    Guaranteed Rate
    Newport, RI
  • 04/2013 → 11/2023
    Carnegie Abbey / Aquidneck Club
    Portsmouth, RI
  • 12/2023 → Present
    Fidelity Investments
    Smithfield, RI
  • 09/2013 → 05/2017
    Portsmouth Abbey School
    Portsmouth, RI
  • 01/2018 → 10/2021
    Bentley University
    Waltham, MA
Other Businesses

OBA-128029|OrgNmn:Aquidneck Club|Org Addr:Portsmouth,Rhode Isla,US|OBA Nature:Private golf course with a cad|Invst Rel:N|Title:"A" Caddie|Duties:I have no obligation to the organization, I would like the ability to freelance on weekends|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-23
S63 Uniform Securities Agent State Law Examination 2024-04-22
  • S66 Uniform Combined State Law Examination
    2025-05-23
  • S63 Uniform Securities Agent State Law Examination
    2024-04-22

View on SEC IAPD

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