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Leonid Kozyrev

Strategic Advisers LLC

Providence, RI

Cranston, RI

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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 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

10 Memorial Boulevard, Providence, RI 02903-1160 • United States

Cranston, RI • 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
Cco Investment Services East Providence RI 11/2013 03/2017
Citizens Securities Inc Canton MA 03/2017 11/2021
Citizens Bank Johnston RI 03/2017 06/2020
Citizens Bank Warwick RI 06/2020 11/2021
Citizens Securities, Inc. Johnston RI 11/2021 12/2021
Fidelity Investments Providence RI 12/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2013 → 03/2017
    Cco Investment Services
    East Providence, RI
  • 03/2017 → 11/2021
    Citizens Securities Inc
    Canton, MA
  • 03/2017 → 06/2020
    Citizens Bank
    Johnston, RI
  • 06/2020 → 11/2021
    Citizens Bank
    Warwick, RI
  • 11/2021 → 12/2021
    Citizens Securities, Inc.
    Johnston, RI
  • 12/2021 → Present
    Fidelity Investments
    Providence, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-01-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Providence, RI
  • 2018-06-06 → 2021-12-02
    Citizens Securities, Inc.
    Johnston, RI
    Johnston, RI
    Johnston, RI
    Bridgeport, CT
    Warwick, RI
    Woburn, MA
    Johnston, RI
    Cumberland, RI
    Johnston, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-05
S63 Uniform Securities Agent State Law Examination 2013-01-29
  • S66 Uniform Combined State Law Examination
    2018-06-05
  • S63 Uniform Securities Agent State Law Examination
    2013-01-29
Designations
Other Names
  • Len Kozyrev
  • Leo Kozyrev

View on SEC IAPD

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Other Investors

JOHN HENRY MULLEN
ANDREW E. SNAPE
GREGORY JOSEPH LAVINE
JOHN BOND TREVOR
JOAN MARIE CAINE
CHARLES BATEMAN PARSONS
EDWIN G FISCHER
STACEY LEA STERNBERG

Other Offices

PARSONS CAPITAL MANAGEMENT INC · PROVIDENCE, RI
PARSONS CAPITAL MANAGEMENT INC · PROVIDENCE, RI
ERNST & YOUNG INVESTMENT ADVISERS LLP · PROVIDENCE, RI
BLUE FIN CAPITAL, INC. · PROVIDENCE, RI
WASHINGTON TRUST ADVISORS · Providence, RI
WASHINGTON TRUST ADVISORS · Providence, RI
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PROVIDENCE, RI
BARRETT & COMPANY · PROVIDENCE, RI

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