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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-05-14
FL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • GA RA
    APPROVED
    Since 2025-05-14
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Saint Johns, FL • United States

Saint Johns, FL • United States

127 Perimeter Center West, Dunwoody, GA 30346-1223 • 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 Llc Merrimack NH 05/2020 09/2020
Apollo Financial Group Llc Hudson NH 01/2019 05/2020
Beck Bode, Llc Dedham MA 09/2020 04/2022
Fidelity Investments Jacksonville FL 05/2022 Present
Commonwealth Financial A Mass Mutual Company Springfield MA 07/2019 09/2019
Fidelity Investments Boston MA 03/2025 Present
Fidelity Investments Merrimack NH 04/2008 01/2019
  • 05/2020 → 09/2020
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 01/2019 → 05/2020
    Apollo Financial Group Llc
    Hudson, NH
  • 09/2020 → 04/2022
    Dedham, MA
  • 05/2022 → Present
    Fidelity Investments
    Jacksonville, FL
  • 07/2019 → 09/2019
    Commonwealth Financial A Mass Mutual Company
    Springfield, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
  • 04/2008 → 01/2019
    Fidelity Investments
    Merrimack, NH
Previous Registrations
  • 2022-06-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
  • 2020-12-10 → 2022-04-29
    Dedham, MA
  • 2020-06-08 → 2020-08-20
    Fidelity Personal And Workplace Advisors
    Nashua, NH
  • 2019-04-09 → 2020-06-01
    Apollo Financial Group, Llc
    Hudson, NH
  • 2018-07-13 → 2019-02-01
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2009-04-06 → 2018-07-13
    Hudson, NH
    Merrimack, NH
    Merrimack, NH
    Cambridge, MA
    Hudson, NH
    Merrimack, NH
Other Businesses

OBA-97709|OrgNmn:Lotti Enterprises, LLC|Org Addr:Saint John,Florida,US|OBA Nature:Barbershop|Invst Rel:N|Title:Owner|Duties:Hire barbers|StrtDt:04-01-23|TotHrs/mon:10|TrdHrs/mon:0|OBA-107454|OrgNmn:Relentless Performance Coaching, LLC|Org Addr:Saint John,Florida,US|OBA Nature:Performance and Mindset Coachi|Invst Rel:N|Title:Owner and Lead Coach|Duties:Coach and train people to reach goals|StrtDt:|TotHrs/mon:24|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-03-26
S63 Uniform Securities Agent State Law Examination 2008-08-19
  • S66 Uniform Combined State Law Examination
    2009-03-26
  • S63 Uniform Securities Agent State Law Examination
    2008-08-19
Other Names
  • Ron Lotti
  • Ronald Sam Lotti
  • Ron Lotti
  • Ronald Sam Lotti
  • Ronald S Lotti
  • Ronald S Lotti
  • Ronald Lotti

View on SEC IAPD

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