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John Robert Budd

Strategic Advisers LLC

South Boston, MA

Boston, 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

South Boston, MA • United States

801 Boylston Street, Boston, MA 02116-2625 • 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
Westfield Capital Management Boston MA 06/2019 07/2019
Fidelity Investments Boston MA 06/2020 08/2020
Fidelity Investments Boston MA 06/2021 Present
Boston College Chestnut Hill MA 08/2020 05/2021
Boston College Chestnut Hill MA 08/2019 05/2020
Boston College Chestnut Hill MA 08/2017 05/2019
Menauhant Yacht Club East Falmouth MA 07/2016 07/2018
Windridge Tennis And Sports Camp Roxbury VT 07/2016 08/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2019 → 07/2019
    Westfield Capital Management
    Boston, MA
  • 06/2020 → 08/2020
    Fidelity Investments
    Boston, MA
  • 06/2021 → Present
    Fidelity Investments
    Boston, MA
  • 08/2020 → 05/2021
    Boston College
    Chestnut Hill, MA
  • 08/2019 → 05/2020
    Boston College
    Chestnut Hill, MA
  • 08/2017 → 05/2019
    Boston College
    Chestnut Hill, MA
  • 07/2016 → 07/2018
    Menauhant Yacht Club
    East Falmouth, MA
  • 07/2016 → 08/2017
    Windridge Tennis And Sports Camp
    Roxbury, VT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
Other Businesses

OBA-125531|OrgNmn:Menauhant Yacht Club|Org Addr:East Falmo,Massachuse,US|OBA Nature:Community Yacht Club|Invst Rel:Y|Title:Capital Fund Oversight Committee |Duties:Discuss decisions for funds to be used for the community from the capital fund|StrtDt:12-10-25|TotHrs/mon:0.5|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-28
S63 Uniform Securities Agent State Law Examination 2021-10-14
  • S65 Uniform Investment Adviser Law Examination
    2022-04-28
  • S63 Uniform Securities Agent State Law Examination
    2021-10-14
Other Names
  • John Robert Budd
  • John Budd

View on SEC IAPD

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