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Stephanie Pacheco

Strategic Advisers LLC

North Providence, RI

Smithfield, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-03-31
RI RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

North Providence, RI • 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 Securities, Inc. Pawtucket RI 02/2016 06/2019
Citizens Securities, Inc. Johnston RI 06/2019 09/2021
Fidelity Investments Smithfield RI 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
  • 2021-10-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
  • 2014-11-28 → 2021-09-27
    Citizens Securities, Inc.
    East Greenwich, RI
    Johnston, RI
    Johnston, RI
    Deep River, CT
    Pawtucket, RI
    Pawtucket, RI
    Johnston, RI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-24
S63 Uniform Securities Agent State Law Examination 2011-06-28
  • S65 Uniform Investment Adviser Law Examination
    2013-05-24
  • S63 Uniform Securities Agent State Law Examination
    2011-06-28
Other Names
  • Stephanie Ann Ferro
  • Stephanie Ann Pacheco

View on SEC IAPD

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