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Jessica Dinapoli

Strategic Advisers LLC

North Kingstown, RI

Smithfield, RI

CRD 5725716

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

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

Branch Locations

North Kingstown, 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
Msi Financial Services Inc Providence RI 08/2009 01/2024
Metlife Investors Distribution Company New York City NY 06/2016 09/2016
Massachusetts Mutual Life Insurance Company Springfield MA 07/2016 01/2024
Mml Investors Services, Llc Warwick RI 03/2017 01/2024
Fidelity Brokerage Services Llc Smithfield RI 01/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2009 → 01/2024
    Msi Financial Services Inc
    Providence, RI
  • 06/2016 → 09/2016
    Metlife Investors Distribution Company
    New York City, NY
  • 07/2016 → 01/2024
    Massachusetts Mutual Life Insurance Company
    Springfield, MA
  • 03/2017 → 01/2024
    Mml Investors Services, Llc
    Warwick, RI
  • 01/2024 → Present
    Fidelity Brokerage Services Llc
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-03 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-30
S63 Uniform Securities Agent State Law Examination 2010-01-29
  • S66 Uniform Combined State Law Examination
    2024-04-30
  • S63 Uniform Securities Agent State Law Examination
    2010-01-29
Other Names
  • Jessica Debra Dinapoli

View on SEC IAPD

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