Best Investors Account Sign in

Ross Yager

Strategic Advisers LLC

Cumberland, RI

Smithfield, RI

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Cumberland, 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
Fidelity Brokerage Services Llc Merrimack NH 04/2015 02/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 02/2018 04/2022
Bank Of America, N.A. Lincoln RI 03/2018 04/2022
Fidelity Investments Smithfield RI 04/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2015 → 02/2018
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 02/2018 → 04/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Lincoln, RI
  • 03/2018 → 04/2022
    Bank Of America, N.A.
    Lincoln, RI
  • 04/2022 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-10-18
S63 Uniform Securities Agent State Law Examination 2015-06-08
  • S66 Uniform Combined State Law Examination
    2017-10-18
  • S63 Uniform Securities Agent State Law Examination
    2015-06-08
Other Names
  • Ross D Yager
  • Ross Daniel Yager

View on SEC IAPD

More in Cumberland, RI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor