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Dawn H. Ryan

Strategic Advisers LLC

Providence, RI

Middletown, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

10 Memorial Boulevard, Providence, RI 02903-1160 • United States

Middletown, RI • 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
Embrace Home Loans Middletown RI 09/2011 08/2021
Citizens Bank Middletown RI 12/2023 04/2024
Embrace Home Loans Middletown RI 11/2021 12/2023
Shamrock/Cmg Newport RI 04/2024 06/2024
Fidelity Investments Providence RI 07/2024 Present
Movement Mortgage Newport RI 08/2021 10/2021
Fidelity Investments Boston MA 03/2025 Present
  • 09/2011 → 08/2021
    Embrace Home Loans
    Middletown, RI
  • 12/2023 → 04/2024
    Citizens Bank
    Middletown, RI
  • 11/2021 → 12/2023
    Embrace Home Loans
    Middletown, RI
  • 04/2024 → 06/2024
    Shamrock/Cmg
    Newport, RI
  • 07/2024 → Present
    Fidelity Investments
    Providence, RI
  • 08/2021 → 10/2021
    Movement Mortgage
    Newport, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-12-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Providence, RI
    Middletown, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-26
  • S66 Uniform Combined State Law Examination
    2024-11-26
Other Names
  • Dawn H Ryan
  • Dawn Huggins
  • Dawn Ryan

View on SEC IAPD

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Other Investors

JOHN HENRY MULLEN
ANDREW E. SNAPE
GREGORY JOSEPH LAVINE
JOHN BOND TREVOR
JOAN MARIE CAINE
CHARLES BATEMAN PARSONS
EDWIN G FISCHER
STACEY LEA STERNBERG

Other Offices

PARSONS CAPITAL MANAGEMENT INC · PROVIDENCE, RI
PARSONS CAPITAL MANAGEMENT INC · PROVIDENCE, RI
ERNST & YOUNG INVESTMENT ADVISERS LLP · PROVIDENCE, RI
BLUE FIN CAPITAL, INC. · PROVIDENCE, RI
WASHINGTON TRUST ADVISORS · Providence, RI
WASHINGTON TRUST ADVISORS · Providence, RI
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PROVIDENCE, RI
BARRETT & COMPANY · PROVIDENCE, RI

More in Providence, RI

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