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James S. Mastrianni

Strategic Advisers LLC

South Boston, MA

Nashua, NH

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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
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

South Boston, MA • United States

225 Daniel Webster Hwy, Nashua, NH 03060-5536 • 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
Total Wine & More Natick MA 06/2020 09/2020
Trilogy Fishing Company Duxbury MA 04/2019 07/2021
Town Of Weston Weston MA 04/2017 04/2020
Town Of Wellesley Wellesley MA 04/2015 04/2017
St. Lawrence University Canton NY 08/2017 04/2021
Wellesley High School Wellesley MA 05/2013 06/2017
Fidelity Investments Merrimack NH 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2020 → 09/2020
    Total Wine & More
    Natick, MA
  • 04/2019 → 07/2021
    Trilogy Fishing Company
    Duxbury, MA
  • 04/2017 → 04/2020
    Town Of Weston
    Weston, MA
  • 04/2015 → 04/2017
    Town Of Wellesley
    Wellesley, MA
  • 08/2017 → 04/2021
    St. Lawrence University
    Canton, NY
  • 05/2013 → 06/2017
    Wellesley High School
    Wellesley, MA
  • 08/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Nashua, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-27
S63 Uniform Securities Agent State Law Examination 2022-01-12
  • S66 Uniform Combined State Law Examination
    2023-09-27
  • S63 Uniform Securities Agent State Law Examination
    2022-01-12
Other Names
  • James Saverio Mastrianni
  • James Mastrianni

View on SEC IAPD

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