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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Providence, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Talbots Millbury MA 10/2016 10/2016
Fidelity Investments Smithfield RI 07/2024 Present
Amica Mutual Pavilion Providence RI 11/2022 11/2023
Roger Williams Park Zoo Providence RI 09/2018 02/2019
Yawgoo Valley Ski Area & Water Park Exeter RI 01/2023 03/2023
Cranston High School East Cranston RI 09/2015 05/2019
Citizens Bank Johnston RI 06/2022 08/2022
Dels Lemonade Cranston RI 06/2021 07/2021
Tavern In The Square East Greenwich RI 09/2023 06/2024
Meadowbrook Golf Course Richmond RI 05/2018 11/2021
The Reef Newport RI 07/2019 08/2019
University Of Rhode Island North Kingstown RI 09/2019 05/2023
Fidelity Investments Boston MA 03/2025 Present
  • 10/2016 → 10/2016
    Talbots
    Millbury, MA
  • 07/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 11/2022 → 11/2023
    Amica Mutual Pavilion
    Providence, RI
  • 09/2018 → 02/2019
    Roger Williams Park Zoo
    Providence, RI
  • 01/2023 → 03/2023
    Yawgoo Valley Ski Area & Water Park
    Exeter, RI
  • 09/2015 → 05/2019
    Cranston High School East
    Cranston, RI
  • 06/2022 → 08/2022
    Citizens Bank
    Johnston, RI
  • 06/2021 → 07/2021
    Dels Lemonade
    Cranston, RI
  • 09/2023 → 06/2024
    Tavern In The Square
    East Greenwich, RI
  • 05/2018 → 11/2021
    Meadowbrook Golf Course
    Richmond, RI
  • 07/2019 → 08/2019
    The Reef
    Newport, RI
  • 09/2019 → 05/2023
    University Of Rhode Island
    North Kingstown, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
    Cranston, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-12-27
  • S66 Uniform Combined State Law Examination
    2024-12-27

View on SEC IAPD

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