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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-11-25
TX RA APPROVED 2025-11-25
  • NH RA
    APPROVED
    Since 2025-11-25
  • TX RA
    APPROVED
    Since 2025-11-25

Branch Locations

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

Manchester, 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
Data Annotation Tech San Fransisco CA 11/2023 02/2024
Collegiate Summer Venture Program Springfield MA 05/2022 08/2022
Unemployed Sharon MA 09/2019 07/2021
Unemployed Sharon MA 10/2017 03/2018
Boston Events (At The Ice House Cafe) Canton MA 08/2021 12/2021
Garda World Dedham MA 09/2017 09/2017
Todd'S Deli Sharon MA 04/2018 08/2019
Unemployed Sharon MA 01/2022 04/2022
Fidelity Investments Merrimack NH 03/2024 Present
Unemployed Sharon MA 09/2014 08/2017
Unemployed Sharon MA 09/2022 10/2023
  • 11/2023 → 02/2024
    Data Annotation Tech
    San Fransisco, CA
  • 05/2022 → 08/2022
    Collegiate Summer Venture Program
    Springfield, MA
  • 09/2019 → 07/2021
    Unemployed
    Sharon, MA
  • 10/2017 → 03/2018
    Unemployed
    Sharon, MA
  • 08/2021 → 12/2021
    Boston Events (At The Ice House Cafe)
    Canton, MA
  • 09/2017 → 09/2017
    Garda World
    Dedham, MA
  • 04/2018 → 08/2019
    Todd'S Deli
    Sharon, MA
  • 01/2022 → 04/2022
    Unemployed
    Sharon, MA
  • 03/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 09/2014 → 08/2017
    Unemployed
    Sharon, MA
  • 09/2022 → 10/2023
    Unemployed
    Sharon, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-21
S63 Uniform Securities Agent State Law Examination 2024-09-05
  • S66 Uniform Combined State Law Examination
    2025-11-21
  • S63 Uniform Securities Agent State Law Examination
    2024-09-05

View on SEC IAPD

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