Owen Ayotte

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-05-18
CT	RA	APPROVED	2025-11-21

TX RA
APPROVED

Since 2026-05-18
CT RA
APPROVED

Since 2025-11-21

Branch Locations

Bridgeport, CT • United States

48 West Putnam Avenue Pickwick Commons, Greenwich, CT 06830-5399 • 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

Organization	City	State	From	To
Sacred Heart University	Fairfield	MA	07/2022	06/2024
Charlton Middle School	Charlton	MA	07/2015	06/2019
Fidelity Investments	Fairfield	CT	06/2024	08/2024
Tri-Community Family Branch Ymca	Massachusetts	MA	06/2019	09/2019
Unemployed	Charlton	MA	05/2025	07/2025
Fidelity Investments	Greenwich	CT	07/2025	Present
Sacred Heart University	Fairfield	CT	08/2021	05/2025
Boys And Girls Club	Massachusetts	MA	05/2022	07/2022
Shepherd Hill Regional High School	Dudley	MA	09/2019	05/2022

07/2022 → 06/2024

Sacred Heart University

Fairfield, MA
07/2015 → 06/2019

Charlton Middle School

Charlton, MA
06/2024 → 08/2024

Fidelity Investments

Fairfield, CT
06/2019 → 09/2019

Tri-Community Family Branch Ymca

Massachusetts, MA
05/2025 → 07/2025

Unemployed

Charlton, MA
07/2025 → Present

Fidelity Investments

Greenwich, CT
08/2021 → 05/2025

Sacred Heart University

Fairfield, CT
05/2022 → 07/2022

Boys And Girls Club

Massachusetts, MA
09/2019 → 05/2022

Shepherd Hill Regional High School

Dudley, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-11-07

S66 Uniform Combined State Law Examination

2025-11-07

View on SEC IAPD

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