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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
MA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-01-08
  • MA RA
    APPROVED
    Since 2025-03-31

Branch Locations

44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528 • United States

Woburn, MA • 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
Fidelity Investments Burlington MA 03/2024 Present
Full Time Student New Brunswick NJ 09/2019 05/2023
Arlington Recreation Department Arlington MA 10/2016 01/2020
Mortgage Network Danvers MA 06/2020 08/2022
Full Time Student Arlington MA 02/2014 06/2019
The Afterschool Connection Arlington MA 09/2018 01/2020
State Theatre New Jersey New Brunswick NJ 11/2021 05/2023
Border Cafe Burlington MA 06/2023 03/2024
Fidelity Investments Boston MA 03/2025 Present
  • 03/2024 → Present
    Fidelity Investments
    Burlington, MA
  • 09/2019 → 05/2023
    Full Time Student
    New Brunswick, NJ
  • 10/2016 → 01/2020
    Arlington Recreation Department
    Arlington, MA
  • 06/2020 → 08/2022
    Mortgage Network
    Danvers, MA
  • 02/2014 → 06/2019
    Full Time Student
    Arlington, MA
  • 09/2018 → 01/2020
    The Afterschool Connection
    Arlington, MA
  • 11/2021 → 05/2023
    State Theatre New Jersey
    New Brunswick, NJ
  • 06/2023 → 03/2024
    Border Cafe
    Burlington, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Arlington, MA
    Burlington, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-07-24
  • S66 Uniform Combined State Law Examination
    2024-07-24

View on SEC IAPD

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