Ryan Prestimonico

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
ID	RA	APPROVED	2025-07-03
TX	RA	APPROVED_RES	2025-03-31

ID RA
APPROVED

Since 2025-07-03
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Moscow, ID • 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

Organization	City	State	From	To
Charles Schwab & Co, Inc.	Sacramento	CA	02/2003	05/2018
Charles Schwab Bank	Sacramento	CA	02/2005	05/2018
Fidelity Brokerage Services Llc	Roseville	CA	05/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

02/2003 → 05/2018

Charles Schwab & Co, Inc.

Sacramento, CA
02/2005 → 05/2018

Charles Schwab Bank

Sacramento, CA
05/2018 → Present

Fidelity Brokerage Services Llc

Roseville, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-31 → 2025-03-31

Fidelity Personal And Workplace Advisors

Folsom, CA
2003-03-17 → 2018-05-28

Charles Schwab & Co., Inc.

Sacramento, CA

Sacramento, CA
2002-12-06 → 2003-03-10

Ubs Financial Services Inc.

Sacramento, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-11-14
S63	Uniform Securities Agent State Law Examination	2000-08-24

S66 Uniform Combined State Law Examination

2002-11-14
S63 Uniform Securities Agent State Law Examination

2000-08-24

Other Names

Ryan Michael Prestimonico
Ryan Michael Prestimonico

View on SEC IAPD

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