Best Investors Account Sign in

Martin Lane

Strategic Advisers LLC

Smithfield, RI

Marshfield, MA

CRD 8220855

Claim This Profile
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 2026-06-09
RI RA APPROVED 2026-06-03
TX RA APPROVED 2026-06-03
  • MA RA
    APPROVED
    Since 2026-06-09
  • RI RA
    APPROVED
    Since 2026-06-03
  • TX RA
    APPROVED
    Since 2026-06-03

Branch Locations

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

Marshfield, 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
Killington Resort Killington VT 11/2019 12/2025
Ohio State University Columbus OH 10/2021 07/2022
South Shore Country Club Hingham MA 06/2020 08/2024
Fidelity Investments Smithfield RI 02/2026 Present
School Norwell MA 02/2016 10/2021
Hingham Institution For Savings Hingham MA 05/2025 01/2026
  • 11/2019 → 12/2025
    Killington Resort
    Killington, VT
  • 10/2021 → 07/2022
    Ohio State University
    Columbus, OH
  • 06/2020 → 08/2024
    South Shore Country Club
    Hingham, MA
  • 02/2026 → Present
    Fidelity Investments
    Smithfield, RI
  • 02/2016 → 10/2021
    School
    Norwell, MA
  • 05/2025 → 01/2026
    Hingham Institution For Savings
    Hingham, MA
Other Businesses

OBA-127128|OrgNmn:Killington Resort|Org Addr:Killington,Vermont,US|OBA Nature:Ski Resort|Invst Rel:N|Title:Employee|Duties:Teach students how to snowboard|StrtDt:|TotHrs/mon:25|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-22
  • S66 Uniform Combined State Law Examination
    2026-05-22

View on SEC IAPD

More in Smithfield, RI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor