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Susan Beagle

Strategic Advisers LLC

Smithfield, RI

Stoughton, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-06-23
MA RA APPROVED 2025-03-31
RI RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-06-23
  • MA RA
    APPROVED
    Since 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

Stoughton, 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hingham MA 10/2009 11/2016
Citizens Securities Inc. No. Quincy MA 11/2016 12/2017
Citizens Bank No. Quincy MA 11/2016 12/2017
Citizens Securities Inc. No. Quincy MA 12/2017 09/2021
Citizens Bank No Quincy MA 12/2017 09/2021
Fidelity Investments Smithfield RI 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2009 → 11/2016
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Hingham, MA
  • 11/2016 → 12/2017
    Citizens Securities Inc.
    No. Quincy, MA
  • 11/2016 → 12/2017
    Citizens Bank
    No. Quincy, MA
  • 12/2017 → 09/2021
    Citizens Securities Inc.
    No. Quincy, MA
  • 12/2017 → 09/2021
    Citizens Bank
    No Quincy, MA
  • 09/2021 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
  • 2018-03-19 → 2021-09-17
    Citizens Securities, Inc.
    No Quincy, MA
    Canton, MA
    Braintree, MA
    Johnston, RI
    Quincy, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-03-16
S63 Uniform Securities Agent State Law Examination 2002-02-04
  • S66 Uniform Combined State Law Examination
    2018-03-16
  • S63 Uniform Securities Agent State Law Examination
    2002-02-04
Other Names
  • Susan Condon
  • Susan C Beagle
  • Susan Condon Beagle

View on SEC IAPD

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