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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

North Reading, MA • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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
Fidelity Brokerage Services, Inc. Boston MA 12/1994 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/1994 → Present
    Fidelity Brokerage Services, Inc.
    Boston, MA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 1995-01-11 → 2018-07-13
    Merrimack, NH
    Boston, MA
  • 2001-05-02 → 2007-03-28
    Fidelity Personal Trust Company, Fsb
    Boston, MA
Other Businesses

OBA-120450|OrgNmn:52 Luke Road LLC|Org Addr:Everett,Massachuse,US|OBA Nature:2 Family Home|Invst Rel:Y|Title:Manager- in name only|Duties:Minimal|StrtDt:06-24-25|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-12-30
S63 Uniform Securities Agent State Law Examination 1992-09-16
  • S65 Uniform Investment Adviser Law Examination
    1994-12-30
  • S63 Uniform Securities Agent State Law Examination
    1992-09-16
Other Names
  • Anthony Ralph Luciano

View on SEC IAPD

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