Ryan Tolle

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-03-31

TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Sugar Land, TX • 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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Westlake	TX	03/2001	Present
Strategic Advisers	Westlake	TX	01/2004	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

03/2001 → Present

Fidelity Brokerage Services Llc

Westlake, TX
01/2004 → Present

Strategic Advisers

Westlake, TX
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

Sugar Land, TX
2004-01-30 → 2018-07-13

Strategic Advisers Llc

Woodland Hills, CA

Katy, TX

Westlake, TX
2005-04-26 → 2007-03-28

Fidelity Personal Trust Company, Fsb

Westlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-01-16
S63	Uniform Securities Agent State Law Examination	2000-12-11

S66 Uniform Combined State Law Examination

2004-01-16
S63 Uniform Securities Agent State Law Examination

2000-12-11

Other Names

Ryan Patrick Tolle

View on SEC IAPD

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