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Richard Sonnefeld

Strategic Advisers LLC

Rocky River, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Rocky River, OH • 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
Edward Jones St Louis MO 07/2019 01/2020
Vetoquinol Usa Rocky River OH 02/2014 02/2019
Unemployed Rocky River OH 03/2019 07/2019
Rocky River Brewing Company Rocky River OH 04/2009 01/2019
Fidelity Investments Merrimack NH 09/2021 Present
Unemployed Rocky River OH 02/2020 08/2021
Fidelity Investments Boston MA 03/2025 Present
  • 07/2019 → 01/2020
    Edward Jones
    St Louis, MO
  • 02/2014 → 02/2019
    Vetoquinol Usa
    Rocky River, OH
  • 03/2019 → 07/2019
    Unemployed
    Rocky River, OH
  • 04/2009 → 01/2019
    Rocky River Brewing Company
    Rocky River, OH
  • 09/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 02/2020 → 08/2021
    Unemployed
    Rocky River, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
  • 2019-11-26 → 2020-01-09
    Edward Jones
    Rocky River, OH
    St Louis, MO
Other Businesses

OBA-132324|OrgNmn:Rocky River Brewing Company|Org Addr:Rocky Rive,Ohio,US|OBA Nature:Restaurant|Invst Rel:N|Title:Manager|Duties:Helping manage front of house|StrtDt:07-31-26|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-11-22
  • S66 Uniform Combined State Law Examination
    2019-11-22
Other Names
  • Richard Mark Sonnefeld

View on SEC IAPD

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