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Lawrence A Greene

Strategic Advisers LLC

Wrentham, MA

Providence, RI

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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

Wrentham, MA • United States

10 Memorial Boulevard, Providence, RI 02903-1160 • 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
Fidelity Brokerage Services Marlborough MA 09/2010 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2010 → Present
    Fidelity Brokerage Services
    Marlborough, MA
  • 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
  • 2013-08-26 → 2018-07-13
    Strategic Advisers Llc
    Providence, RI
Other Businesses

OBA-126759|OrgNmn:Wrentham Elementary School Committee |Org Addr:Wrentham,Massachuse,US|OBA Nature:School Committee |Invst Rel:N|Title:School Committee Member. |Duties:Massachusetts School Committees set district policy, establish educational goals, approve budgets, and hire/evaluate the superintendent, actin|StrtDt:04-07-26|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-08-26
S63 Uniform Securities Agent State Law Examination 2006-12-22
  • S65 Uniform Investment Adviser Law Examination
    2013-08-26
  • S63 Uniform Securities Agent State Law Examination
    2006-12-22
Designations
Other Names
  • Lawrence A Greene
  • Lawrence Aloysius Greene

View on SEC IAPD

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