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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 2026-07-09
RI RA APPROVED 2026-06-30
TX RA APPROVED 2026-06-30
  • MA RA
    APPROVED
    Since 2026-07-09
  • RI RA
    APPROVED
    Since 2026-06-30
  • TX RA
    APPROVED
    Since 2026-06-30

Branch Locations

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

Medfield, MA • 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 Catherines Of Siena Norwood MA 09/2015 09/2016
Century 21 Medfield MA 09/2016 09/2020
Brothers Marketplace Medfield MA 06/2018 11/2018
Xaverian Brothers Highschool Westwood MA 09/2016 06/2020
Shady Tree Landscaping Norwood MA 05/2020 09/2020
Sunday River Snow Sports Bethel ME 11/2019 03/2022
Locus Robotics Wilmington MA 06/2022 09/2022
Locus Robotics Wilmington MA 05/2023 08/2023
Providence College Providence RI 09/2020 05/2024
Berkshire Hathaway Medfield MA 05/2024 11/2024
Fidelity Investments Smithfield RI 11/2024 05/2025
Fidelity Investments Smithfield RI 05/2025 01/2026
Fidelity Investments Smithfield RI 01/2026 Present
  • 09/2015 → 09/2016
    Saint Catherines Of Siena
    Norwood, MA
  • 09/2016 → 09/2020
    Century 21
    Medfield, MA
  • 06/2018 → 11/2018
    Brothers Marketplace
    Medfield, MA
  • 09/2016 → 06/2020
    Xaverian Brothers Highschool
    Westwood, MA
  • 05/2020 → 09/2020
    Shady Tree Landscaping
    Norwood, MA
  • 11/2019 → 03/2022
    Sunday River Snow Sports
    Bethel, ME
  • 06/2022 → 09/2022
    Locus Robotics
    Wilmington, MA
  • 05/2023 → 08/2023
    Locus Robotics
    Wilmington, MA
  • 09/2020 → 05/2024
    Providence College
    Providence, RI
  • 05/2024 → 11/2024
    Berkshire Hathaway
    Medfield, MA
  • 11/2024 → 05/2025
    Fidelity Investments
    Smithfield, RI
  • 05/2025 → 01/2026
    Fidelity Investments
    Smithfield, RI
  • 01/2026 → Present
    Fidelity Investments
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-15
  • S66 Uniform Combined State Law Examination
    2026-06-15
Other Names
  • Ryan Pitrus

View on SEC IAPD

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