Ross Vari

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

NC RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Currituck, NC • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St Louis	MO	05/2019	11/2023
Longhorn Steakhouse	Apex	NC	05/2016	09/2016
Student	Greenville	NC	10/2016	04/2017
P.F. Changs	Virginia Beach	VA	05/2017	09/2017
Edward Jones	Holly Springs	NC	06/2018	08/2018
Student	Greenville	NC	09/2018	04/2019
Student	Greenville	NC	10/2017	05/2018
Fidelity Investments	Charlotte	NC	06/2024	Present
Unemployed	Cary	NC	12/2023	05/2024
Fidelity Investments	Boston	MA	03/2025	Present

05/2019 → 11/2023

Edward Jones

St Louis, MO
05/2016 → 09/2016

Longhorn Steakhouse

Apex, NC
10/2016 → 04/2017

Student

Greenville, NC
05/2017 → 09/2017

P.F. Changs

Virginia Beach, VA
06/2018 → 08/2018

Edward Jones

Holly Springs, NC
09/2018 → 04/2019

Student

Greenville, NC
10/2017 → 05/2018

Student

Greenville, NC
06/2024 → Present

Fidelity Investments

Charlotte, NC
12/2023 → 05/2024

Unemployed

Cary, NC
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-09-30 → 2025-03-31

Fidelity Personal And Workplace Advisors

Cary, NC
2019-07-11 → 2023-12-16

Edward Jones

St Louis, MO

Maryland Heights, MO

Apex, NC

Cary, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-07-09

S66 Uniform Combined State Law Examination

2019-07-09

Other Names

Ross Anthony Vari

View on SEC IAPD