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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-21
NJ RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-11-21
  • NJ RA
    APPROVED
    Since 2025-03-31

Branch Locations

750 Route 202 Suites 110, 430, Bridgewater, NJ 08807-5530 • United States

Iselin, NJ • 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
Unemployed Nj NJ 02/2012 04/2019
Best Buy| Nj NJ 09/2019 03/2024
Fidelity Investments Bridgewater NJ 03/2024 Present
Topgolf Nj NJ 04/2019 09/2019
Fidelity Investments Boston MA 03/2025 Present
  • 02/2012 → 04/2019
    Unemployed
    Nj, NJ
  • 09/2019 → 03/2024
    Best Buy|
    Nj, NJ
  • 03/2024 → Present
    Fidelity Investments
    Bridgewater, NJ
  • 04/2019 → 09/2019
    Topgolf
    Nj, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bridgewater, NJ
    Iselin, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-12
  • S66 Uniform Combined State Law Examination
    2024-08-12

View on SEC IAPD

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