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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Johnston, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Nylife Securities Llc Johnston RI 10/2021 02/2024
New York Life Insurance Company Johnston RI 05/2021 02/2024
Unemployed Warwick RI 01/2021 05/2021
University Of Rhode Island Kingston RI 01/2018 12/2020
Aroogas Warwick RI 01/2019 08/2020
Rosa Mia Pizza Johnston RI 07/2018 01/2019
Uno Restaurant Holdings Corp Norwood MA 10/2017 01/2018
Rhode Island College Providence RI 09/2016 12/2017
Luigi"S Johnston RI 05/2016 04/2018
Eagle Strategies Llc Waltham MA 06/2022 02/2024
Fidelity Investments Smithfield RI 02/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2021 → 02/2024
    Nylife Securities Llc
    Johnston, RI
  • 05/2021 → 02/2024
    New York Life Insurance Company
    Johnston, RI
  • 01/2021 → 05/2021
    Unemployed
    Warwick, RI
  • 01/2018 → 12/2020
    University Of Rhode Island
    Kingston, RI
  • 01/2019 → 08/2020
    Aroogas
    Warwick, RI
  • 07/2018 → 01/2019
    Rosa Mia Pizza
    Johnston, RI
  • 10/2017 → 01/2018
    Uno Restaurant Holdings Corp
    Norwood, MA
  • 09/2016 → 12/2017
    Rhode Island College
    Providence, RI
  • 05/2016 → 04/2018
    Luigi"S
    Johnston, RI
  • 06/2022 → 02/2024
    Waltham, MA
  • 02/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
  • 2022-06-16 → 2024-03-14
    Waltham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-10
S63 Uniform Securities Agent State Law Examination 2021-12-28
  • S65 Uniform Investment Adviser Law Examination
    2022-06-10
  • S63 Uniform Securities Agent State Law Examination
    2021-12-28
Other Names
  • Petey

View on SEC IAPD

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