James Driscoll

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → 05/2018
  Community College Of Ri
  Lincoln, RI
• 07/2016 → 05/2018
  Community College Of Ri
  Lincoln, RI
• 05/2018 → 08/2018
  Evolution Wireless
  Woonsocket, RI
• 08/2018 → 12/2018
  Randstad Usa
  Warwick, RI
• 12/2018 → 01/2020
  Metlife Investors Distribution Company
  Warwick, RI
• 02/2020 → 06/2020
  Pruco Securities Llc
  Warwick, RI
• 11/2019 → 04/2020
  Postmates
  Chicago, IL
• 01/2020 → 04/2020
  Grubhub
  Chicago, IL
• 03/2020 → 06/2020
  The Prudential Insurance Company Of America
  Warwick, RI
• 05/2020 → 06/2020
  A-Line Staffing
  Lincoln, RI
• 06/2020 → 11/2021
  Dxc Technology
  Warwick, RI
• 11/2021 → 07/2023
  Metlife
  Warwick, RI
• 07/2023 → Present
  Fidelity Investments
  Smithfield, RI
• 02/2020 → 07/2023
  Securitas
  Warwick, RI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-08-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI
  Johnston, RI

Other Businesses

OBA-100965|OrgNmn:Securitas Security Services|Org Addr:Warwick,Rhode Isla,US|OBA Nature:Provides security guard servic|Invst Rel:N|Title:Employee|Duties:Duties entail monitoring the premises, ensuring only authorized personnel enter restricted areas, and documenting and reporting incidents as t|StrtDt:02-01-20|TotHrs/mon:64|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2024-08-02
• S63 Uniform Securities Agent State Law Examination
  2020-02-29

Other Names

• James Driscoll
• James Howard Driscoll
• James H Driscoll