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Jared M. Henniger

Strategic Advisers LLC

Hyde Park, MA

Smithfield, RI

CRD 5431266

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

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

Hyde Park, MA • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Citizens Bank Westwood MA 01/2010 10/2021
Citizens Securities, Inc. Westwood MA 09/2014 10/2021
Fidelity Investments Smithfield RI 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2010 → 10/2021
    Citizens Bank
    Westwood, MA
  • 09/2014 → 10/2021
    Citizens Securities, Inc.
    Westwood, MA
  • 11/2021 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
  • 2013-04-17 → 2021-10-13
    Citizens Securities, Inc.
    No Quincy, MA
    Canton, MA
    Stamford, CT
    Woburn, MA
    Westwood, MA
    Stamford, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-12-18
S63 Uniform Securities Agent State Law Examination 2007-11-21
  • S65 Uniform Investment Adviser Law Examination
    2012-12-18
  • S63 Uniform Securities Agent State Law Examination
    2007-11-21
Other Names
  • Jared Henniger
  • Jared Michael Henniger

View on SEC IAPD

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