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Mark A. Romagna

Strategic Advisers LLC

Winchester, MA

Merrimack, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-08-01
NH RA APPROVED 2025-07-28
TX RA APPROVED 2025-07-28
  • MA RA
    APPROVED
    Since 2025-08-01
  • NH RA
    APPROVED
    Since 2025-07-28
  • TX RA
    APPROVED
    Since 2025-07-28

Branch Locations

Winchester, MA • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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
Unemployed Winchester MA 06/2024 01/2025
Ibm Corporation Ny NY 09/2010 05/2024
Fidelity Investments Merrimack NH 02/2025 Present
  • 06/2024 → 01/2025
    Unemployed
    Winchester, MA
  • 09/2010 → 05/2024
    Ibm Corporation
    Ny, NY
  • 02/2025 → Present
    Fidelity Investments
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-11
  • S66 Uniform Combined State Law Examination
    2025-07-11
Other Names
  • Mark Romagna

View on SEC IAPD

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