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Jennifer Elizabeth Riek

Strategic Advisers LLC

East Northport, NY

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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
NJ RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

East Northport, NY • 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
Hsbc Bank Usa, N.A. Commack NY 08/2016 04/2017
Cuna Mutual Group Waverly IA 05/2017 12/2018
Cuna Brokerage Services, Inc. Waverly IA 05/2017 12/2018
Fidelity Brokerage Services Llc Boston MA 03/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 04/2017
    Hsbc Bank Usa, N.A.
    Commack, NY
  • 05/2017 → 12/2018
    Cuna Mutual Group
    Waverly, IA
  • 05/2017 → 12/2018
    Cuna Brokerage Services, Inc.
    Waverly, IA
  • 03/2019 → Present
    Fidelity Brokerage Services Llc
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-07-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jersey City, NJ
    Northport, NY
  • 2017-06-08 → 2019-01-15
    Cuna Brokerage Services, Inc.
    Commack, NY
    Westbury, NY
    Westbury, NY
    Wantagh, NY
    Plainview, NY
  • 2013-09-26 → 2017-05-05
    Hsbc Securities (Usa) Inc.
    East Northport, NY
    Bohemia, NY
    Hauppauge, NY
    Commack, NY
    East Northport, NY
    Hauppauge, NY
    Hauppauge, NY
    Melville, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-24
S63 Uniform Securities Agent State Law Examination 2009-08-19
  • S66 Uniform Combined State Law Examination
    2013-09-24
  • S63 Uniform Securities Agent State Law Examination
    2009-08-19
Other Names
  • Jennifer Elizabeth Riek-Ricciuti
  • Jennifer Elizabeth Ricciuti
  • Jennifer Elizabeth Riek
  • Jennifer Elizabeth Riek
  • Jennifer Elizabeth Riek
  • Jennifer Elizabeth Riek-Ricciuti
  • Jennifer Riek
  • Jennifer Riek Ricciuti

View on SEC IAPD

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