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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

Cranston, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Royal Alliance Providence RI 07/2015 05/2018
Citizens Securities, Inc. Warren RI 05/2018 07/2020
Euclid Wealth Management Rumford RI 07/2020 03/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated Lincoln RI 04/2021 07/2021
Bank Of America, N.A. Lincoln RI 06/2021 07/2021
Fidelity Investments Smithfield RI 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2015 → 05/2018
    Royal Alliance
    Providence, RI
  • 05/2018 → 07/2020
    Warren, RI
  • 07/2020 → 03/2021
    Euclid Wealth Management
    Rumford, RI
  • 04/2021 → 07/2021
    Lincoln, RI
  • 06/2021 → 07/2021
    Bank Of America, N.A.
    Lincoln, RI
  • 08/2021 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-114573|OrgNmn:Ebay seller|Org Addr:Cranston,Rhode Isla,US|OBA Nature:selling personal items on ebay|Invst Rel:N|Title:no title|Duties:selling items on ebay|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-02-25
S63 Uniform Securities Agent State Law Examination 1995-09-01
  • S65 Uniform Investment Adviser Law Examination
    2004-02-25
  • S63 Uniform Securities Agent State Law Examination
    1995-09-01
Other Names
  • Greg Joseph Voccio
  • Greg Voccio

View on SEC IAPD

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