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John E. Ferren

Strategic Advisers LLC

Warren, RI

Smithfield, RI

CRD 8190529

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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
RI RA APPROVED 2026-04-16
TX RA APPROVED 2026-04-16
  • RI RA
    APPROVED
    Since 2026-04-16
  • TX RA
    APPROVED
    Since 2026-04-16

Branch Locations

Warren, RI • 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
Unemployed Concord MA 07/2021 06/2022
Camp Thoreau Concord MA 06/2021 07/2021
Thoreau Club Concord MA 06/2018 03/2021
Workhuman Framingham MA 06/2022 08/2022
Stonehill College Easton MA 02/2023 05/2024
Concord Carlisle High School Concord MA 08/2016 06/2020
Nashoba Ski Valley Westford MA 12/2020 01/2021
Stonehill College Easton MA 08/2020 05/2024
Unemployed Easton MA 05/2024 11/2024
Fidelity Investments Smithfield RI 11/2024 11/2025
Fidelity Investments Smithfield RI 11/2025 Present
Unemployed Concord MA 08/2022 02/2023
  • 07/2021 → 06/2022
    Unemployed
    Concord, MA
  • 06/2021 → 07/2021
    Camp Thoreau
    Concord, MA
  • 06/2018 → 03/2021
    Thoreau Club
    Concord, MA
  • 06/2022 → 08/2022
    Workhuman
    Framingham, MA
  • 02/2023 → 05/2024
    Stonehill College
    Easton, MA
  • 08/2016 → 06/2020
    Concord Carlisle High School
    Concord, MA
  • 12/2020 → 01/2021
    Nashoba Ski Valley
    Westford, MA
  • 08/2020 → 05/2024
    Stonehill College
    Easton, MA
  • 05/2024 → 11/2024
    Unemployed
    Easton, MA
  • 11/2024 → 11/2025
    Fidelity Investments
    Smithfield, RI
  • 11/2025 → Present
    Fidelity Investments
    Smithfield, RI
  • 08/2022 → 02/2023
    Unemployed
    Concord, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-10
  • S66 Uniform Combined State Law Examination
    2026-04-10
Other Names
  • John Ferren

View on SEC IAPD

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