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

Branch Locations

59 Wolf Rd, Albany, NY 12205-2612 • United States

Rexford, NY • 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
Pioneer Bank Nyc NY 05/2024 05/2024
Unemployed Rexford NY 08/2020 10/2021
Unemployed Rexford NY 05/2024 07/2024
Bryant University Remote NY 10/2021 08/2023
Soverance Labs Christiana DE 01/2023 01/2024
Fidelity Investments Albany NY 07/2024 Present
Toms Tents Of Halfmoon Halfmoon NY 05/2017 08/2019
Halfmoon Town Hall Parks And Recreation Halfmoon NY 06/2017 08/2019
Unemployed Rexford NY 01/2024 05/2024
Suny Oneonta Oneonta NY 08/2016 08/2020
Fidelity Investments Boston MA 03/2025 Present
  • 05/2024 → 05/2024
    Pioneer Bank
    Nyc, NY
  • 08/2020 → 10/2021
    Unemployed
    Rexford, NY
  • 05/2024 → 07/2024
    Unemployed
    Rexford, NY
  • 10/2021 → 08/2023
    Bryant University
    Remote, NY
  • 01/2023 → 01/2024
    Soverance Labs
    Christiana, DE
  • 07/2024 → Present
    Fidelity Investments
    Albany, NY
  • 05/2017 → 08/2019
    Toms Tents Of Halfmoon
    Halfmoon, NY
  • 06/2017 → 08/2019
    Halfmoon Town Hall Parks And Recreation
    Halfmoon, NY
  • 01/2024 → 05/2024
    Unemployed
    Rexford, NY
  • 08/2016 → 08/2020
    Suny Oneonta
    Oneonta, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Albany, NY
    Rexford, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-26
  • S66 Uniform Combined State Law Examination
    2024-11-26

View on SEC IAPD

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