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Krisana Voss

Strategic Advisers LLC

Smithfield, RI

Hudson, MA

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

Branch Locations

500 Salem Street, Smithfield, RI 02917-1288 • United States

Hudson, MA • 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 Bank Canton MA 10/2015 12/2017
Citizens Securities, Inc. Canton MA 10/2015 12/2017
Citizens Securities Inc. Canton MA 12/2017 11/2020
Citizens Bank Canton MA 12/2017 11/2020
Citizens Bank Sudbury MA 11/2020 07/2021
Citizens Securities, Inc Westwood MA 11/2020 07/2021
Citizens Securities, Inc Westwood MA 07/2021 12/2021
Citizens Bank, N.A Sudbury MA 07/2021 12/2021
Fidelity Investments Smithfield RI 02/2022 Present
Snhu Manchester NH 01/2021 02/2022
Fidelity Investments Boston MA 03/2025 Present
  • 10/2015 → 12/2017
    Citizens Bank
    Canton, MA
  • 10/2015 → 12/2017
    Citizens Securities, Inc.
    Canton, MA
  • 12/2017 → 11/2020
    Citizens Securities Inc.
    Canton, MA
  • 12/2017 → 11/2020
    Citizens Bank
    Canton, MA
  • 11/2020 → 07/2021
    Citizens Bank
    Sudbury, MA
  • 11/2020 → 07/2021
    Citizens Securities, Inc
    Westwood, MA
  • 07/2021 → 12/2021
    Citizens Securities, Inc
    Westwood, MA
  • 07/2021 → 12/2021
    Citizens Bank, N.A
    Sudbury, MA
  • 02/2022 → Present
    Fidelity Investments
    Smithfield, RI
  • 01/2021 → 02/2022
    Snhu
    Manchester, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
  • 2018-01-22 → 2022-01-04
    Citizens Securities, Inc.
    Canton, MA
    Hudson, MA
    Canton, MA
    Hudson, MA
    Sudbury, MA
    Hudson, NH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-19
S63 Uniform Securities Agent State Law Examination 2016-03-30
  • S65 Uniform Investment Adviser Law Examination
    2018-01-19
  • S63 Uniform Securities Agent State Law Examination
    2016-03-30
Other Names
  • Krisana Lee Maguire
  • Krisana Voss
  • Krisana Lee Voss

View on SEC IAPD

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Other Investors

KEVIN R. WORTHLEY
TODD MICHAEL CASAZZA
SCOTT G. EVERLY
JEREMY ANTONINO LAWTON
Christopher Dean DiPetrillo
ARTHUR CLAYTON EVERLY
Paolo F Catucci
NICHOLAS ALEXANDER LORING

Other Offices

WEALTH MANAGEMENT RESOURCES, INC. · SMITHFIELD, RI
EDWARD JONES · GREENVILLE, RI
KINTRA WEALTH, LLC · Greenville, RI
GRAND STREET INVESTORS · NORTH PROVIDENCE, RI
NCU INVESTMENT SOLUTIONS · SMITHFILED, RI
PFS INVESTMENTS INC. · SMITHFIELD, RI
TD PRIVATE CLIENT WEALTH LLC · North Providence, RI
CITIZENS SECURITIES, INC. · N. PROVIDENCE, RI

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