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Ryan Robert Bernath

Strategic Advisers LLC

Shrewsbury, MA

Natick, 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 2026-05-19
TX RA APPROVED 2026-05-11
  • MA RA
    APPROVED
    Since 2026-05-19
  • TX RA
    APPROVED
    Since 2026-05-11

Branch Locations

571 Boston Turnpike Suite 2, Shrewsbury, MA 01545-5977 • United States

Natick, 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
Miq New York NY 01/2023 04/2024
Paid Medical Leave Natick MA 11/2024 01/2025
Cybba Boston MA 04/2024 11/2024
Verizon Media - Defunct New York NY 12/2019 09/2021
Yahoo New York NY 09/2021 09/2022
Aol - Defunct New York NY 10/2015 05/2017
Samba Tv New York NY 09/2022 01/2023
Oath - Defunct New York NY 05/2017 12/2019
Fidelity Investments Merrimack NH 01/2025 Present
  • 01/2023 → 04/2024
    Miq
    New York, NY
  • 11/2024 → 01/2025
    Paid Medical Leave
    Natick, MA
  • 04/2024 → 11/2024
    Cybba
    Boston, MA
  • 12/2019 → 09/2021
    Verizon Media - Defunct
    New York, NY
  • 09/2021 → 09/2022
    Yahoo
    New York, NY
  • 10/2015 → 05/2017
    Aol - Defunct
    New York, NY
  • 09/2022 → 01/2023
    Samba Tv
    New York, NY
  • 05/2017 → 12/2019
    Oath - Defunct
    New York, NY
  • 01/2025 → Present
    Fidelity Investments
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-30
S63 Uniform Securities Agent State Law Examination 2025-05-06
  • S66 Uniform Combined State Law Examination
    2026-04-30
  • S63 Uniform Securities Agent State Law Examination
    2025-05-06
Other Names
  • Ryan Bernath

View on SEC IAPD

Other Firms

THE PATRIOT FINANCIAL GROUP, LLC
KESTRA ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
MONEY CONCEPTS CAPITAL CORP
EDWARD JONES
MAYFLOWER ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

ALISON WHEELER KENNEDY
JAMES F CALLAHAN
CHRISTIAN WILLIAM JEEVES
SAMANTHA MARIE MEDLEY
JOSHUA JEFFREY FOSTER
JOSEPH MICHAEL DELELLIS
FREDERIK OTTE
ROBERT ANDREW EARLY

Other Offices

THE PATRIOT FINANCIAL GROUP, LLC · SHREWSBURY, MA
KESTRA ADVISORY SERVICES, LLC · SHREWSBURY, MA
LPL FINANCIAL LLC · SHREWSBURY, MA
LPL FINANCIAL LLC · SHREWSBURY, MA
J.P. MORGAN SECURITIES LLC · Westborough, MA
MONEY CONCEPTS CAPITAL CORP · WORCESTER, MA
EDWARD JONES · NORTHBOROUGH, MA
MAYFLOWER ADVISORS · Westboro, MA

More in Shrewsbury, MA

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