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Jack Louis Citarell

Strategic Advisers LLC

Westwood, MA

Quincy, 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
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

109 University Ave Ste 107, Westwood, MA 02090-2306 • United States

Quincy, 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
Franklin Country Club Franklin MA 05/2015 09/2018
Fidelity Investments Merrimack NH 06/2021 Present
Full Time Education Bryant University Smithfield RI 09/2017 05/2021
Quissett Harbor Boatyard Falmouth MA 05/2019 06/2021
King Philip High School Wrentham MA 09/2013 05/2017
Soexo (Bryant University) Smithfield RI 03/2021 05/2021
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → 09/2018
    Franklin Country Club
    Franklin, MA
  • 06/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 09/2017 → 05/2021
    Full Time Education Bryant University
    Smithfield, RI
  • 05/2019 → 06/2021
    Quissett Harbor Boatyard
    Falmouth, MA
  • 09/2013 → 05/2017
    King Philip High School
    Wrentham, MA
  • 03/2021 → 05/2021
    Soexo (Bryant University)
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-26
  • S66 Uniform Combined State Law Examination
    2021-10-26
Other Names
  • Jack Louis Citarell
  • Jack Citarell

View on SEC IAPD

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STAGE HARBOR FINANCIAL · WESTWOOD, MA
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