Stephen A Lungo

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
NH	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

NH RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Manchester, NH • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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
Horace Mann Insurance	Springfield	IL	03/2010	06/2020
Horace Mann Investors, Inc.	Springfield	IL	03/2010	06/2020
Fidelity Investments	Merrimack	NH	06/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

03/2010 → 06/2020

Horace Mann Insurance

Springfield, IL
03/2010 → 06/2020

Horace Mann Investors, Inc.

Springfield, IL
06/2020 → Present

Fidelity Investments

Merrimack, NH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-08-12 → 2025-03-31

Fidelity Personal And Workplace Advisors

Merrimack, NH
2017-01-11 → 2020-06-29

Horace Mann Investors, Inc.

Concord, NH

Concord, NH

Braintree, MA
2008-08-21 → 2010-03-10

Msi Financial Services, Inc.

Manchester, NH

Manchester, NH

Manchester, NH
2006-05-15 → 2008-06-25

Msi Financial Services, Inc.

Westboro, MA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1999-10-08

S63 Uniform Securities Agent State Law Examination

1999-10-08

Designations

Other Names

Steve Lungo
Steven Lungo
Steven Anthony Lungo
Stephen Anthony Lungo
Stephen Lungo

View on SEC IAPD

More in Manchester, NH

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