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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

405 Cochituate Road, Framingham, MA 01701-4648 • United States

Medford, 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
Shady Hill Landscape Design Andover MA 07/2016 09/2016
Knights Speed And Strength North Andover MA 06/2016 09/2016
North Andover High School North Andover MA 09/2016 06/2017
Shore Point Technology Seabrook NH 07/2017 08/2017
Bentley University Waltham MA 08/2017 05/2021
Shore Point Technology Seabrook NH 07/2018 08/2018
Shore Point Technology Seabrook NH 06/2019 09/2019
The Moody Street Group Llc Newton MA 06/2020 08/2020
Unemployed North Andover MA 05/2021 07/2021
Fidelity Investments Merrimack NH 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → 09/2016
    Shady Hill Landscape Design
    Andover, MA
  • 06/2016 → 09/2016
    Knights Speed And Strength
    North Andover, MA
  • 09/2016 → 06/2017
    North Andover High School
    North Andover, MA
  • 07/2017 → 08/2017
    Shore Point Technology
    Seabrook, NH
  • 08/2017 → 05/2021
    Bentley University
    Waltham, MA
  • 07/2018 → 08/2018
    Shore Point Technology
    Seabrook, NH
  • 06/2019 → 09/2019
    Shore Point Technology
    Seabrook, NH
  • 06/2020 → 08/2020
    The Moody Street Group Llc
    Newton, MA
  • 05/2021 → 07/2021
    Unemployed
    North Andover, MA
  • 07/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Framingham, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-18
S63 Uniform Securities Agent State Law Examination 2021-12-03
  • S66 Uniform Combined State Law Examination
    2022-11-18
  • S63 Uniform Securities Agent State Law Examination
    2021-12-03
Other Names
  • Gregory Harrison Raso
  • Greg Raso
  • Gregory Raso

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