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Allison Forte

Strategic Advisers LLC

Petersham, MA

Smithfield, RI

CRD 7987621

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Petersham, MA • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Trustees Of Deerfield Academy Deerfield MA 01/2024 09/2024
Sunrun Inc San Francisco CA 03/2016 03/2023
Fidelity Investments Smithfield RI 09/2024 Present
Unemployed Petersham MA 03/2023 01/2024
Fidelity Investments Boston MA 03/2025 Present
  • 01/2024 → 09/2024
    Trustees Of Deerfield Academy
    Deerfield, MA
  • 03/2016 → 03/2023
    Sunrun Inc
    San Francisco, CA
  • 09/2024 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2023 → 01/2024
    Unemployed
    Petersham, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-01-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Petersham, MA
    Smithfield, RI
Other Businesses

OBA-118294|OrgNmn:Petersham Montessori School|Org Addr:Petersham,Massachuse,US|OBA Nature:Montessori preschool|Invst Rel:N|Title:board member|Duties:Volunteer, 1 meeting a month, fundraisers as needed|StrtDt:04-11-25|TotHrs/mon:2|TrdHrs/mon:1|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-03
  • S66 Uniform Combined State Law Examination
    2025-01-03
Other Names
  • Allison Spicer

View on SEC IAPD

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