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

Branch Locations

Downers Grove, IL • United States

1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835 • 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 Schaumburg IL 03/2024 Present
Tcf (Now Huntington) Lombard IL 07/2015 10/2019
Bmo Harris Bank Naperville IL 10/2019 09/2020
Jp Morgan Chase Bank Wheaton IL 09/2020 06/2022
Fifth Third Bank Lombard IL 06/2022 09/2023
Hand & Stone Wheaton IL 10/2021 12/2022
Trustbank Wheaton IL 09/2023 03/2024
Fidelity Investments Boston MA 03/2025 Present
  • 03/2024 → Present
    Fidelity Investments
    Schaumburg, IL
  • 07/2015 → 10/2019
    Tcf (Now Huntington)
    Lombard, IL
  • 10/2019 → 09/2020
    Bmo Harris Bank
    Naperville, IL
  • 09/2020 → 06/2022
    Jp Morgan Chase Bank
    Wheaton, IL
  • 06/2022 → 09/2023
    Fifth Third Bank
    Lombard, IL
  • 10/2021 → 12/2022
    Hand & Stone
    Wheaton, IL
  • 09/2023 → 03/2024
    Trustbank
    Wheaton, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Schaumburg, IL
    Schaumburg, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-09
  • S66 Uniform Combined State Law Examination
    2024-10-09

View on SEC IAPD

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