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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-03-04
TX RA APPROVED 2025-03-31
  • TN RA
    APPROVED
    Since 2026-03-04
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1610 West End Avenue Suite 103, Nashville, TN 37203-3225 • United States

Nashville, TN • 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
Happy + Hale Durham NC 07/2016 05/2019
Durham School Of The Arts Durham NC 01/2014 06/2019
The University Of North Carolina At Chapel Hill Chapel Hill NC 08/2019 05/2023
Autism Society Of North Carolina Raleigh NC 05/2021 08/2021
Uppsala University Uppsala 05/2022 07/2022
Parizade Durham NC 12/2020 06/2021
Osteria Georgi Chapel Hill NC 06/2021 05/2022
Hawkers Asian Street Food Chapel Hill NC 07/2022 08/2023
Krill Durham NC 08/2023 12/2023
Fidelity Investments Durham NC 01/2024 Present
Unc-Ch Developmental Learning Center Chapel Hill NC 01/2022 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → 05/2019
    Happy + Hale
    Durham, NC
  • 01/2014 → 06/2019
    Durham School Of The Arts
    Durham, NC
  • 08/2019 → 05/2023
    The University Of North Carolina At Chapel Hill
    Chapel Hill, NC
  • 05/2021 → 08/2021
    Autism Society Of North Carolina
    Raleigh, NC
  • 05/2022 → 07/2022
    Uppsala University
    Uppsala
  • 12/2020 → 06/2021
    Parizade
    Durham, NC
  • 06/2021 → 05/2022
    Osteria Georgi
    Chapel Hill, NC
  • 07/2022 → 08/2023
    Hawkers Asian Street Food
    Chapel Hill, NC
  • 08/2023 → 12/2023
    Krill
    Durham, NC
  • 01/2024 → Present
    Fidelity Investments
    Durham, NC
  • 01/2022 → 05/2022
    Unc-Ch Developmental Learning Center
    Chapel Hill, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Raleigh, NC
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-03
S63 Uniform Securities Agent State Law Examination 2024-04-24
  • S66 Uniform Combined State Law Examination
    2025-01-03
  • S63 Uniform Securities Agent State Law Examination
    2024-04-24
Other Names
  • Alma Cleo Rostagni
  • Alma Rostagni

View on SEC IAPD

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