Ryan Roche

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

• 12/2018 → 01/2019
  Veritude (Fidelity Staffing Partner)
  Burlington, MA
• 05/2018 → 08/2018
  Veritude (Fidelity Staffing Partner)
  Burlington, MA
• 09/2017 → 12/2017
  Entercom Communications
  Brighton, MA
• 09/2017 → 12/2017
  Friendly's Restaurant
  Watertown, MA
• 05/2017 → 07/2017
  Friendly's Restaurant
  Watertown, MA
• 06/2017 → 08/2017
  Winchester Recreation Department
  Winchester, MA
• 06/2019 → Present
  Fidelity Brokerage Services Llc
  Burlington, MA
• 08/2015 → 05/2017
  Elon University
  Elon, NC
• 01/2018 → 05/2019
  Elon University
  Elon, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-09-15 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Burlington, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-22
• S63 Uniform Securities Agent State Law Examination
  2019-09-03

Other Names

• Ryan Thomas Roche