Reina Victoria Flannery

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
RI	RA	APPROVED	2025-05-23
TX	RA	APPROVED	2025-03-31

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Summit Animal Clinic	Union City	NJ	06/2014	02/2020
Unemployed	N/A	XX	02/2020	06/2020
Animal General	Edgewater	NJ	06/2020	11/2020
Unemployed	N/A	NJ	11/2020	01/2021
Northwester Mutual	Clinton	NJ	01/2021	02/2022
Garden State Science And Technology Institute	Jersey City	NJ	02/2022	04/2022
Fidelity Investments	Smithfield	RI	04/2022	Present
Strategic Advisers, Llc	Boston	MA	03/2025	Present

06/2014 → 02/2020

Summit Animal Clinic

Union City, NJ
02/2020 → 06/2020

Unemployed

N/A, XX
06/2020 → 11/2020

Animal General

Edgewater, NJ
11/2020 → 01/2021

Unemployed

N/A, NJ
01/2021 → 02/2022

Northwester Mutual

Clinton, NJ
02/2022 → 04/2022

Garden State Science And Technology Institute

Jersey City, NJ
04/2022 → Present

Fidelity Investments

Smithfield, RI
03/2025 → Present

Strategic Advisers, Llc

Boston, MA

2023-11-20 → 2025-03-31

Fidelity Personal And Workplace Advisors

Virginia Beach, VA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-09-07
S63	Uniform Securities Agent State Law Examination	2022-11-21