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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-23
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2026-06-23
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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 Auburn MA 08/2023 01/2024
Digital Federal Credit Union Marlboro MA 05/2022 08/2022
University Of Rhode Island Kingston RI 01/2024 05/2024
Unemployed Auburn MA 12/2022 06/2023
University Of Rhode Island Kingston RI 09/2022 12/2022
Unemployed Auburn MA 08/2021 02/2022
Digital Federal Credit Union Marlboro MA 05/2021 08/2021
Unemployed Auburn MA 05/2020 05/2021
Unemployed Auburn MA 01/2003 05/2018
Fidelity Investments Smithfield RI 05/2024 Present
University Of Rhode Island Kingston RI 02/2022 05/2022
Shaw'S Worcester MA 05/2018 05/2020
Fidelity Investments Smithfield RI 06/2023 08/2023
Fidelity Investments Boston MA 03/2025 Present
  • 08/2023 → 01/2024
    Unemployed
    Auburn, MA
  • 05/2022 → 08/2022
    Digital Federal Credit Union
    Marlboro, MA
  • 01/2024 → 05/2024
    University Of Rhode Island
    Kingston, RI
  • 12/2022 → 06/2023
    Unemployed
    Auburn, MA
  • 09/2022 → 12/2022
    University Of Rhode Island
    Kingston, RI
  • 08/2021 → 02/2022
    Unemployed
    Auburn, MA
  • 05/2021 → 08/2021
    Digital Federal Credit Union
    Marlboro, MA
  • 05/2020 → 05/2021
    Unemployed
    Auburn, MA
  • 01/2003 → 05/2018
    Unemployed
    Auburn, MA
  • 05/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 02/2022 → 05/2022
    University Of Rhode Island
    Kingston, RI
  • 05/2018 → 05/2020
    Shaw'S
    Worcester, MA
  • 06/2023 → 08/2023
    Fidelity Investments
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-30
  • S66 Uniform Combined State Law Examination
    2023-08-30

View on SEC IAPD

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