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Trey Anthony Glodis

Strategic Advisers LLC

Auburn, MA

Smithfield, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-10-22
RI RA APPROVED 2025-10-22
TX RA APPROVED 2025-10-22
  • MA RA
    APPROVED
    Since 2025-10-22
  • RI RA
    APPROVED
    Since 2025-10-22
  • TX RA
    APPROVED
    Since 2025-10-22

Branch Locations

Auburn, 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
Saint Johns Shrewsbury MA 08/2019 06/2020
Worcester Country Club Worcester MA 06/2022 08/2022
Umass Amherst Amherst MA 08/2021 06/2022
Unemployed Auburn MA 06/2003 07/2019
John Hancock Boston MA 05/2023 08/2023
Umass Amherst Amherst MA 08/2024 11/2024
Umass Amherst Amherst MA 08/2023 05/2024
Worcester Country Club Worcester MA 04/2021 08/2021
Saint Johns Shrewsbury MA 08/2020 04/2021
Pakachoag Golf Course Auburn MA 06/2020 08/2020
Auburn Summer Camp Auburn MA 07/2019 08/2019
Fidelity Investments Smithfield RI 06/2025 Present
John Hancock Boston MA 05/2024 08/2024
Umass Amherst Amherst MA 08/2022 05/2023
Alku Amherst MA 11/2024 01/2025
Umass Amherst Amherst MA 01/2025 06/2025
  • 08/2019 → 06/2020
    Saint Johns
    Shrewsbury, MA
  • 06/2022 → 08/2022
    Worcester Country Club
    Worcester, MA
  • 08/2021 → 06/2022
    Umass Amherst
    Amherst, MA
  • 06/2003 → 07/2019
    Unemployed
    Auburn, MA
  • 05/2023 → 08/2023
    John Hancock
    Boston, MA
  • 08/2024 → 11/2024
    Umass Amherst
    Amherst, MA
  • 08/2023 → 05/2024
    Umass Amherst
    Amherst, MA
  • 04/2021 → 08/2021
    Worcester Country Club
    Worcester, MA
  • 08/2020 → 04/2021
    Saint Johns
    Shrewsbury, MA
  • 06/2020 → 08/2020
    Pakachoag Golf Course
    Auburn, MA
  • 07/2019 → 08/2019
    Auburn Summer Camp
    Auburn, MA
  • 06/2025 → Present
    Fidelity Investments
    Smithfield, RI
  • 05/2024 → 08/2024
    John Hancock
    Boston, MA
  • 08/2022 → 05/2023
    Umass Amherst
    Amherst, MA
  • 11/2024 → 01/2025
    Alku
    Amherst, MA
  • 01/2025 → 06/2025
    Umass Amherst
    Amherst, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-08
  • S66 Uniform Combined State Law Examination
    2025-10-08
Other Names
  • Trey Glodis

View on SEC IAPD

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