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

Branch Locations

1261 Post Road, Fairfield, CT 06824-6072 • United States

Fairfield, CT • 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
Bucknell University Lewisburg PA 08/2022 05/2023
Essex Financial Services Fairfield CT 06/2023 08/2023
Unemployed Fairfield CT 05/2024 07/2024
Lapde So Carey Fairfield CT 06/2022 08/2022
Bucknell University Lewisburg PA 08/2021 05/2022
Fidelity Investments Fairfield CT 07/2024 Present
The Bucknellian Lewisburg PA 07/2023 05/2024
Fairfield Public Schools Fairfield CT 09/2012 08/2020
Quattro Pazzi Fairfield CT 06/2021 08/2021
Bucknell Univrsity Lewisburg PA 08/2020 05/2024
Bucknell University Lewisburg PA 08/2020 05/2021
Fidelity Investments Boston MA 03/2025 Present
  • 08/2022 → 05/2023
    Bucknell University
    Lewisburg, PA
  • 06/2023 → 08/2023
    Essex Financial Services
    Fairfield, CT
  • 05/2024 → 07/2024
    Unemployed
    Fairfield, CT
  • 06/2022 → 08/2022
    Lapde So Carey
    Fairfield, CT
  • 08/2021 → 05/2022
    Bucknell University
    Lewisburg, PA
  • 07/2024 → Present
    Fidelity Investments
    Fairfield, CT
  • 07/2023 → 05/2024
    The Bucknellian
    Lewisburg, PA
  • 09/2012 → 08/2020
    Fairfield Public Schools
    Fairfield, CT
  • 06/2021 → 08/2021
    Quattro Pazzi
    Fairfield, CT
  • 08/2020 → 05/2024
    Bucknell Univrsity
    Lewisburg, PA
  • 08/2020 → 05/2021
    Bucknell University
    Lewisburg, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Fairfield, CT
    Fairfield, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-31
  • S66 Uniform Combined State Law Examination
    2025-01-31
Other Names
  • Micaela H Walsh

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