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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

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

Manville, RI • 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
Santander Bank Na East Providence RI 07/2015 01/2018
Santander Securities Llc San Juan PR 07/2015 01/2018
Night Nurse Pediatric Triage Framingham MA 11/2012 01/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 01/2018 04/2019
Bank Of America, N.A. Providence RI 05/2018 04/2019
Citizens Bank Na East Providence RI 04/2019 03/2022
Citizens Securities Inc. East Providence RI 04/2019 03/2022
Fidelity Investments Smithfield RI 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2015 → 01/2018
    Santander Bank Na
    East Providence, RI
  • 07/2015 → 01/2018
    Santander Securities Llc
    San Juan, PR
  • 11/2012 → 01/2018
    Night Nurse Pediatric Triage
    Framingham, MA
  • 01/2018 → 04/2019
    Providence, RI
  • 05/2018 → 04/2019
    Bank Of America, N.A.
    Providence, RI
  • 04/2019 → 03/2022
    Citizens Bank Na
    East Providence, RI
  • 04/2019 → 03/2022
    East Providence, RI
  • 03/2022 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-01
S63 Uniform Securities Agent State Law Examination 2014-07-24
  • S66 Uniform Combined State Law Examination
    2018-05-01
  • S63 Uniform Securities Agent State Law Examination
    2014-07-24
Other Names
  • Stephanie Rae Gourt
  • Stephanie Rae Goulet
  • Stephanie Rae Burdett

View on SEC IAPD

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