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Levi Shapiro

Strategic Advisers LLC

Smithfield, RI

North Kingstown, RI

CRD 8138301

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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 2026-08-11
RI RA APPROVED 2025-11-04
TX RA APPROVED 2025-11-04
  • MA RA
    APPROVED
    Since 2026-08-11
  • RI RA
    APPROVED
    Since 2025-11-04
  • TX RA
    APPROVED
    Since 2025-11-04

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

North Kingstown, RI • 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
Florida Southern College Lakeland FL 08/2023 05/2024
Florida Southern College Lakeland FL 08/2021 05/2022
Spinnackers Cafe Jamestown RI 05/2019 09/2020
North Kingstown Schools Saundetstown RI 07/2014 05/2019
Boston Neck Pizza Saunderstown RI 10/2020 04/2021
Plum Point Biestro Saunderstown RI 05/2022 08/2022
Freedom Nissan Burlington RI 05/2023 06/2023
Florida Southern College Lakeland FL 08/2024 07/2025
Djm Consulting Newport RI 05/2024 08/2024
Fidelity Investments Smithfield RI 07/2025 Present
Plum Point Biestro Saundetstown RI 06/2023 08/2023
Florida Southern College Lakeland FL 08/2022 05/2023
Filippou Exeter RI 04/2021 08/2021
  • 08/2023 → 05/2024
    Florida Southern College
    Lakeland, FL
  • 08/2021 → 05/2022
    Florida Southern College
    Lakeland, FL
  • 05/2019 → 09/2020
    Spinnackers Cafe
    Jamestown, RI
  • 07/2014 → 05/2019
    North Kingstown Schools
    Saundetstown, RI
  • 10/2020 → 04/2021
    Boston Neck Pizza
    Saunderstown, RI
  • 05/2022 → 08/2022
    Plum Point Biestro
    Saunderstown, RI
  • 05/2023 → 06/2023
    Freedom Nissan
    Burlington, RI
  • 08/2024 → 07/2025
    Florida Southern College
    Lakeland, FL
  • 05/2024 → 08/2024
    Djm Consulting
    Newport, RI
  • 07/2025 → Present
    Fidelity Investments
    Smithfield, RI
  • 06/2023 → 08/2023
    Plum Point Biestro
    Saundetstown, RI
  • 08/2022 → 05/2023
    Florida Southern College
    Lakeland, FL
  • 04/2021 → 08/2021
    Filippou
    Exeter, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-27
  • S66 Uniform Combined State Law Examination
    2025-10-27

View on SEC IAPD

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