Best Investors Account Sign in

Fernando Poe

Strategic Advisers LLC

Shrewsbury, MA

Smithfield, RI

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_RES 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Shrewsbury, MA • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Merrimack NH 08/2006 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2006 → Present
    Fidelity Investments
    Merrimack, NH
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2007-11-07 → 2018-07-13
    Strategic Advisers Llc
    Merrimack, NH
    Smithfield, RI
    Boston, MA
Other Businesses

OBA-126436|OrgNmn:Poe Holistic Health and Wellness LLC|Org Addr:Shrewsbury,Massachuse,US|OBA Nature:Functional Medicine Practice |Invst Rel:N|Title: Chief of Strategy and Growth|Duties:My wife, Dr. Kristen Poe, owns Poe Holistic Health and Wellness LLC, which is structured as a single-member LLC. For tax purposes, she files a|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-11-29
S63 Uniform Securities Agent State Law Examination 2006-12-15
  • S66 Uniform Combined State Law Examination
    2007-11-29
  • S63 Uniform Securities Agent State Law Examination
    2006-12-15
Other Names
  • Fernando Poe
  • Fernando De Marcaida Poe

View on SEC IAPD

More in Shrewsbury, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor