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Henri Guerin

Strategic Advisers LLC

Walpole, MA

Smithfield, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-09-30
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-09-30
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Walpole, MA • 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
Fidelity Investments Smithfield RI 07/2022 Present
Unemployed Cumberland RI 05/2022 07/2022
Bryant University Smithfield RI 09/2018 05/2022
Ameriprise Financial Cranston RI 05/2021 02/2022
Attleboro Farms North Attleboro MA 12/2020 12/2020
Unemployed Cumberland RI 05/2020 09/2020
Bishop Feehan High School Attleboro MA 09/2014 06/2018
Kb Surfaces North Smithfield RI 07/2019 08/2019
Bryant University Smithfield RI 06/2019 07/2019
Kb Surfaces North Smithfield RI 06/2018 08/2018
Kb Surfaces North Smithfield RI 06/2017 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 07/2022 → Present
    Fidelity Investments
    Smithfield, RI
  • 05/2022 → 07/2022
    Unemployed
    Cumberland, RI
  • 09/2018 → 05/2022
    Bryant University
    Smithfield, RI
  • 05/2021 → 02/2022
    Ameriprise Financial
    Cranston, RI
  • 12/2020 → 12/2020
    Attleboro Farms
    North Attleboro, MA
  • 05/2020 → 09/2020
    Unemployed
    Cumberland, RI
  • 09/2014 → 06/2018
    Bishop Feehan High School
    Attleboro, MA
  • 07/2019 → 08/2019
    Kb Surfaces
    North Smithfield, RI
  • 06/2019 → 07/2019
    Bryant University
    Smithfield, RI
  • 06/2018 → 08/2018
    Kb Surfaces
    North Smithfield, RI
  • 06/2017 → 06/2017
    Kb Surfaces
    North Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Other Businesses

OBA-129727|OrgNmn:Personal training Coaching |Org Addr:Walpole,Massachuse,US|OBA Nature:I am seeking to establish a pe|Invst Rel:N|Title:Independent Contractor|Duties:I plan to create and share fitness-related content across social media channels to build brand awareness and attract clients. I would be invol|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-01
S63 Uniform Securities Agent State Law Examination 2022-11-09
  • S66 Uniform Combined State Law Examination
    2023-09-01
  • S63 Uniform Securities Agent State Law Examination
    2022-11-09
Other Names
  • Henri Nicholas Guerin
  • Henri Guerin

View on SEC IAPD

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