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Susan Galley

Strategic Advisers LLC

Fairfield, CT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Fairfield, CT • 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
Ssr Llc Stamford CT 10/2017 01/2019
Aspetuck Financial Management Westport CT 07/2005 10/2017
Aspetuck Financial Management Westport CT 04/2019 10/2021
Self Fairfield CT 02/2019 04/2019
Franklin Distributors, Llc Stamford CT 11/2021 10/2023
Fidelity Investments Merrimack NH 10/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2017 → 01/2019
    Ssr Llc
    Stamford, CT
  • 07/2005 → 10/2017
    Aspetuck Financial Management
    Westport, CT
  • 04/2019 → 10/2021
    Aspetuck Financial Management
    Westport, CT
  • 02/2019 → 04/2019
    Self
    Fairfield, CT
  • 11/2021 → 10/2023
    Franklin Distributors, Llc
    Stamford, CT
  • 10/2023 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    Fairfield, CT
  • 2021-04-01 → 2021-11-30
    Aspetuck Financial Management Llc
    Westport, CT
Other Businesses

OBA-103611|OrgNmn:Constance Galley - AirBNB Rental|Org Addr:Stratton M,Vermont,US|OBA Nature:AirBNB rental|Invst Rel:Y|Title:Host on AirBNB|Duties:Property Management (ie bookings on AirBNB, arranging cleanings, property management through condo assoc)|StrtDt:10-23-23|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-11-27
S65 Uniform Investment Adviser Law Examination 2019-04-16
  • S63 Uniform Securities Agent State Law Examination
    2021-11-27
  • S65 Uniform Investment Adviser Law Examination
    2019-04-16
Other Names
  • Susan Galley Byrne
  • Susan Elizabeth Galley
  • Susan Galley

View on SEC IAPD

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