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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-09-23
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-09-23
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Boston, 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
Cohen Closing And Title Bedford NH 06/2022 08/2022
Student Fairfield CT 01/2024 06/2024
Bedford Basketball League Bedford NH 10/2018 01/2024
Candela Medical Marlborough MA 06/2023 08/2023
Millennium Running Bedford NH 09/2019 09/2021
Unemployed Bedford NH 01/2014 10/2018
Fidelity Investments Merrimack NH 06/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → 08/2022
    Cohen Closing And Title
    Bedford, NH
  • 01/2024 → 06/2024
    Student
    Fairfield, CT
  • 10/2018 → 01/2024
    Bedford Basketball League
    Bedford, NH
  • 06/2023 → 08/2023
    Candela Medical
    Marlborough, MA
  • 09/2019 → 09/2021
    Millennium Running
    Bedford, NH
  • 01/2014 → 10/2018
    Unemployed
    Bedford, NH
  • 06/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    Bedford, NH
Other Businesses

OBA-110675|OrgNmn:Bedford Basketball League|Org Addr:Bedford,New Hampsh,US|OBA Nature:The Bedford Basketball League |Invst Rel:N|Title:Game Official|Duties:I will be a basketball official after work hours and will not interfere with my current obligations here at Fidelity. |StrtDt:07-08-24|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-11
  • S66 Uniform Combined State Law Examination
    2024-11-11

View on SEC IAPD

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