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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Amherst, 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
Boston University Boston MA 06/2018 05/2019
International Olympic Committee Gangwon 10/2017 06/2018
Korean Institute Of Public Sector Seoul 03/2021 03/2023
Unemployment Amherst NH 01/2024 02/2024
Unemployment Boston MA 05/2019 07/2019
Unemployment Boston MA 11/2020 03/2021
Strategic Consulting New York NY 07/2019 11/2020
Republic Of Korea Navy Jinhae 05/2016 05/2018
Unemployment Boston MA 03/2023 12/2023
Fidelity Investments Merrimack NH 02/2024 Present
United Postal Service Amherst NH 12/2023 12/2023
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 05/2019
    Boston University
    Boston, MA
  • 10/2017 → 06/2018
    International Olympic Committee
    Gangwon
  • 03/2021 → 03/2023
    Korean Institute Of Public Sector
    Seoul
  • 01/2024 → 02/2024
    Unemployment
    Amherst, NH
  • 05/2019 → 07/2019
    Unemployment
    Boston, MA
  • 11/2020 → 03/2021
    Unemployment
    Boston, MA
  • 07/2019 → 11/2020
    Strategic Consulting
    New York, NY
  • 05/2016 → 05/2018
    Republic Of Korea Navy
    Jinhae
  • 03/2023 → 12/2023
    Unemployment
    Boston, MA
  • 02/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 12/2023 → 12/2023
    United Postal Service
    Amherst, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Amherst, NH
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-04
  • S66 Uniform Combined State Law Examination
    2024-10-04

View on SEC IAPD

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