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Ana Fermina Bertino

Strategic Advisers LLC

Boston, MA

Brighton, 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 2026-04-23
TX RA APPROVED 2026-04-16
  • MA RA
    APPROVED
    Since 2026-04-23
  • TX RA
    APPROVED
    Since 2026-04-16

Branch Locations

155 Congress St, Boston, MA 02110-2511 • United States

Brighton, 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
Fidelity Investments Smithfield RI 08/2024 Present
Kingsbury Club Kingston MA 05/2018 10/2019
University Of Massachusetts Amherst Amherst MA 08/2023 08/2024
Enterprise Holdings Raynham MA 06/2023 08/2023
Cold Stone Creamery Plymouth MA 05/2022 08/2022
Duxbury Deli Duxbury MA 05/2019 08/2021
Duxbury High School Duxbury MA 08/2016 06/2020
University Of Massachusetts Amherst Amherst MA 08/2022 05/2023
University Of Massachusetts Amherst Amherst MA 05/2021 05/2022
University Of Massachusetts Amherst Amherst MA 09/2020 05/2021
  • 08/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 05/2018 → 10/2019
    Kingsbury Club
    Kingston, MA
  • 08/2023 → 08/2024
    University Of Massachusetts Amherst
    Amherst, MA
  • 06/2023 → 08/2023
    Enterprise Holdings
    Raynham, MA
  • 05/2022 → 08/2022
    Cold Stone Creamery
    Plymouth, MA
  • 05/2019 → 08/2021
    Duxbury Deli
    Duxbury, MA
  • 08/2016 → 06/2020
    Duxbury High School
    Duxbury, MA
  • 08/2022 → 05/2023
    University Of Massachusetts Amherst
    Amherst, MA
  • 05/2021 → 05/2022
    University Of Massachusetts Amherst
    Amherst, MA
  • 09/2020 → 05/2021
    University Of Massachusetts Amherst
    Amherst, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-14
S63 Uniform Securities Agent State Law Examination 2025-01-17
  • S66 Uniform Combined State Law Examination
    2026-04-14
  • S63 Uniform Securities Agent State Law Examination
    2025-01-17
Other Names
  • Ana Bertino

View on SEC IAPD

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JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
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

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