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Ryan Dunton

Strategic Advisers LLC

Oconomowoc, WI

Middleton, WI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Oconomowoc, WI • United States

8235 Greenway Blvd, Middleton, WI 53562-3581 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Madison WI 06/2018 07/2019
Merrill Lynch, Pierce, Fenner & Smith Incorporated Waukesha WI 06/2017 08/2017
University Of Wisconsin-Madison Madison WI 09/2014 05/2018
Bank Of America Madison WI 07/2019 05/2022
Fidelity Investments Middleton WI 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-23
  • S66 Uniform Combined State Law Examination
    2018-10-23

View on SEC IAPD

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