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Richard Froio

Strategic Advisers LLC

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_RES 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

801 Boylston Street, Boston, MA 02116-2625 • United States

Boston, 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
Xavier University Cincinnati OH 08/2013 05/2017
Us Bank Cincinnati OH 10/2017 06/2018
Anthem, Inc. Cincinnati OH 05/2016 01/2017
Mccormick And Schmick's Steak And Seafood Cincinnati OH 06/2017 10/2017
Fidelity Brokerage Services Llc Minnetonka MN 06/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2013 → 05/2017
    Xavier University
    Cincinnati, OH
  • 10/2017 → 06/2018
    Us Bank
    Cincinnati, OH
  • 05/2016 → 01/2017
    Anthem, Inc.
    Cincinnati, OH
  • 06/2017 → 10/2017
    Mccormick And Schmick's Steak And Seafood
    Cincinnati, OH
  • 06/2018 → Present
    Fidelity Brokerage Services Llc
    Minnetonka, MN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-11-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-04-26
  • S66 Uniform Combined State Law Examination
    2019-04-26
Designations
Other Names
  • Richard Francis Froio
  • Richard Francis Froio

View on SEC IAPD

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JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

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