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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

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
Georgina'S Restaurant Bolton CT 05/2019 05/2019
T-Mobile North Windham CT 08/2022 08/2023
Rham High School Hebron CT 08/2015 06/2018
University Of Connecticut Storrs CT 09/2020 12/2020
Evolution Wireless Manchester CT 03/2022 07/2022
Aron Security Amston CT 05/2020 08/2020
University Of Connecticut Storrs CT 07/2021 02/2022
Ace Hardware Hebron CT 05/2019 08/2019
Adam'S Mill Restaurant Manchester CT 07/2018 04/2019
Unemployed Dallas TX 09/2023 09/2023
Goodwill Industries Manchester CT 01/2021 06/2021
University Of Connecticut Storrs CT 09/2019 04/2020
At&T Dallas TX 10/2023 02/2024
Fidelity Investments Smithfield RI 03/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2019 → 05/2019
    Georgina'S Restaurant
    Bolton, CT
  • 08/2022 → 08/2023
    T-Mobile
    North Windham, CT
  • 08/2015 → 06/2018
    Rham High School
    Hebron, CT
  • 09/2020 → 12/2020
    University Of Connecticut
    Storrs, CT
  • 03/2022 → 07/2022
    Evolution Wireless
    Manchester, CT
  • 05/2020 → 08/2020
    Aron Security
    Amston, CT
  • 07/2021 → 02/2022
    University Of Connecticut
    Storrs, CT
  • 05/2019 → 08/2019
    Ace Hardware
    Hebron, CT
  • 07/2018 → 04/2019
    Adam'S Mill Restaurant
    Manchester, CT
  • 09/2023 → 09/2023
    Unemployed
    Dallas, TX
  • 01/2021 → 06/2021
    Goodwill Industries
    Manchester, CT
  • 09/2019 → 04/2020
    University Of Connecticut
    Storrs, CT
  • 10/2023 → 02/2024
    At&T
    Dallas, TX
  • 03/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
    Smithfield, RI
Other Businesses

OBA-132873|OrgNmn:Gracie's|Org Addr:Providence,Rhode Isla,US|OBA Nature:Restaurant|Invst Rel:N|Title:Employee|Duties:Polishing silverware/glassware, food running|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|OBA-111151|OrgNmn:Emery's Catering|Org Addr:Warwick,Rhode Isla,US|OBA Nature:Event Catering|Invst Rel:N|Title:Employee|Duties:Serving at events, clearing tables, setting up |StrtDt:|TotHrs/mon:16|TrdHrs/mon:0|OBA-127070|OrgNmn:Uber Eats|Org Addr:San Franci,California,US|OBA Nature:Delivery and Ridesharing|Invst Rel:N|Title:Independent Contractor|Duties:Delivering food and shopping orders to customers|StrtDt:|TotHrs/mon:30|TrdHrs/mon:0|OBA-127069|OrgNmn:DoorDash|Org Addr:San Franci,California,US|OBA Nature:Delivery Services|Invst Rel:N|Title:Independent Contractor|Duties:Delivering food and shopping orders to customers|StrtDt:|TotHrs/mon:30|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-01
  • S66 Uniform Combined State Law Examination
    2024-07-01
Other Names
  • Nathan Keeney
  • Nathan Bailey Keeney

View on SEC IAPD

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