Best Investors Account Sign in

Michael Esposito

Strategic Advisers LLC

Providence, RI

Bellingham, MA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

10 Memorial Boulevard, Providence, RI 02903-1160 • United States

Bellingham, 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 Lincoln RI 02/2014 03/2019
Fidelity Brokerage Services Llc Providence RI 04/2019 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
  • 2019-04-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Providence, RI
  • 2014-03-27 → 2019-04-01
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Riverside, RI
    Riverside, RI
  • 2008-07-11 → 2014-02-18
    Td Ameritrade, Inc.
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    Jersey City, NJ
    Paramus, NJ
    New York, NY
    New York, NY
  • 2008-07-11 → 2014-02-18
    Td Ameritrade Investment Management, Llc
    New York, NY
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-06-10
S63 Uniform Securities Agent State Law Examination 1997-05-15
  • S66 Uniform Combined State Law Examination
    2006-06-10
  • S63 Uniform Securities Agent State Law Examination
    1997-05-15
Designations

View on SEC IAPD

Other Firms

PARSONS CAPITAL MANAGEMENT INC
ERNST & YOUNG INVESTMENT ADVISERS LLP
BLUE FIN CAPITAL, INC.
WASHINGTON TRUST ADVISORS
STIFEL, NICOLAUS & COMPANY, INCORPORATED
BARRETT & COMPANY
WELLTH ADVISORY SERVICES, LLC
WEYBOSSET RESEARCH & MANAGEMENT, LLC

Other Investors

JOHN HENRY MULLEN
ANDREW E. SNAPE
GREGORY JOSEPH LAVINE
JOHN BOND TREVOR
JOAN MARIE CAINE
CHARLES BATEMAN PARSONS
EDWIN G FISCHER
STACEY LEA STERNBERG

Other Offices

PARSONS CAPITAL MANAGEMENT INC · PROVIDENCE, RI
PARSONS CAPITAL MANAGEMENT INC · PROVIDENCE, RI
ERNST & YOUNG INVESTMENT ADVISERS LLP · PROVIDENCE, RI
BLUE FIN CAPITAL, INC. · PROVIDENCE, RI
WASHINGTON TRUST ADVISORS · Providence, RI
WASHINGTON TRUST ADVISORS · Providence, RI
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PROVIDENCE, RI
BARRETT & COMPANY · PROVIDENCE, RI

More in Providence, RI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor