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Kenneth S. Mongeon

Strategic Advisers LLC

Shrewsbury, MA

Shrewsbury, MA

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

Branch Locations

571 Boston Turnpike Suite 2, Shrewsbury, MA 01545-5977 • United States

Shrewsbury, 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
Fidelity Investments Institutional Services Company, Inc. Marlborough MA 03/1996 Present
Fidelity Brokerage Services Llc Smithfield RI 01/2012 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/1996 → Present
    Fidelity Investments Institutional Services Company, Inc.
    Marlborough, MA
  • 01/2012 → Present
    Fidelity Brokerage Services Llc
    Smithfield, RI
  • 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
  • 2017-02-17 → 2018-07-13
    Strategic Advisers Llc
    Shrewsbury, MA
Other Businesses

OBA-114908|OrgNmn:Ski Ward, Inc.|Org Addr:Shrewsbury,Massachuse,US|OBA Nature:Local Ski Area|Invst Rel:N|Title:Employee|Duties:Ski Instructor. Teach adults and kids skiing of all levels. |StrtDt:12-15-24|TotHrs/mon:16|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-02
S63 Uniform Securities Agent State Law Examination 1996-04-02
  • S66 Uniform Combined State Law Examination
    2017-02-02
  • S63 Uniform Securities Agent State Law Examination
    1996-04-02
Other Names
  • Kenneth Scott Mongeon

View on SEC IAPD

Other Firms

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KESTRA ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
MONEY CONCEPTS CAPITAL CORP
EDWARD JONES
MAYFLOWER ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Other Investors

ALISON WHEELER KENNEDY
JAMES F CALLAHAN
CHRISTIAN WILLIAM JEEVES
SAMANTHA MARIE MEDLEY
JOSHUA JEFFREY FOSTER
JOSEPH MICHAEL DELELLIS
FREDERIK OTTE
ROBERT ANDREW EARLY

Other Offices

THE PATRIOT FINANCIAL GROUP, LLC · SHREWSBURY, MA
KESTRA ADVISORY SERVICES, LLC · SHREWSBURY, MA
LPL FINANCIAL LLC · SHREWSBURY, MA
LPL FINANCIAL LLC · SHREWSBURY, MA
J.P. MORGAN SECURITIES LLC · Westborough, MA
MONEY CONCEPTS CAPITAL CORP · WORCESTER, MA
EDWARD JONES · NORTHBOROUGH, MA
MAYFLOWER ADVISORS · Westboro, MA

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