Simon Pak

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2025-06-26
TX	RA	APPROVED	2025-06-26

PA RA
APPROVED

Since 2025-06-26
TX RA
APPROVED

Since 2025-06-26

Branch Locations

Newtown, PA • 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

Organization	City	State	From	To
Newtown Athletic Club	Newtown	PA	06/2017	01/2018
Doordash	San Francisco	CA	12/2020	03/2024
First National Bank & Trust Company	Newtown	PA	07/2022	08/2022
Student	Newtown	PA	01/2014	06/2017
Fidelity Investments	Newtown	PA	05/2025	Present
Student	Newtown	PA	01/2018	07/2022
Fidelity Investments	Marlton	NJ	03/2024	05/2025

06/2017 → 01/2018

Newtown Athletic Club

Newtown, PA
12/2020 → 03/2024

Doordash

San Francisco, CA
07/2022 → 08/2022

First National Bank & Trust Company

Newtown, PA
01/2014 → 06/2017

Student

Newtown, PA
05/2025 → Present

Fidelity Investments

Newtown, PA
01/2018 → 07/2022

Student

Newtown, PA
03/2024 → 05/2025

Fidelity Investments

Marlton, NJ

Other Businesses

OBA-108011|OrgNmn:eBay|Org Addr:San Jose,California,US|OBA Nature:Selling my old items on ebay|Invst Rel:N|Title:Seller|Duties:Selling items on eBay and shipping them out to customer|StrtDt:09-01-18|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-05-05
S63	Uniform Securities Agent State Law Examination	2025-03-28

S65 Uniform Investment Adviser Law Examination

2025-05-05
S63 Uniform Securities Agent State Law Examination

2025-03-28

View on SEC IAPD

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