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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-03
NY RA APPROVED 2025-04-10
  • TX RA
    APPROVED
    Since 2026-02-03
  • NY RA
    APPROVED
    Since 2025-04-10

Branch Locations

Syosset, NY • United States

1551 Old Country Rd, Plainview, NY 11803-5014 • 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
Flynn Zito Capital Management Garden City NY 03/2024 05/2024
Fidelity Investments Plainview NY 06/2024 Present
Unemployed Syosset NY 05/2014 03/2024
  • 03/2024 → 05/2024
    Flynn Zito Capital Management
    Garden City, NY
  • 06/2024 → Present
    Fidelity Investments
    Plainview, NY
  • 05/2014 → 03/2024
    Unemployed
    Syosset, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-09
  • S66 Uniform Combined State Law Examination
    2025-04-09

View on SEC IAPD

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