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

Branch Locations

10 Memorial Boulevard, Providence, RI 02903-1160 • United States

Providence, 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
Cco Investment Services East Providence RI 04/2013 03/2018
Fidelity Brokerage Services Llc Providence RI 03/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2013 → 03/2018
    Cco Investment Services
    East Providence, RI
  • 03/2018 → Present
    Fidelity Brokerage Services Llc
    Providence, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Providence, RI
Other Businesses

OBA-118669|OrgNmn:Dog sitting|Org Addr:Providence,Rhode Isla,US|OBA Nature:Dog sitting|Invst Rel:N|Title:Dog sitting|Duties:Taking dog out but will only accept dogs that can stay all day in house with not needing to go out due to that I work in office 2-3 days per w|StrtDt:|TotHrs/mon:4|TrdHrs/mon:1|OBA-94695|OrgNmn:Ebay selling|Org Addr:Providence,Rhode Isla,US|OBA Nature:Ebay selling|Invst Rel:N|Title:seller|Duties:shipping items and answering questions|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|OBA-67296|OrgNmn:Rental Property|Org Addr:Lake Lure,North Caro,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Property Owner|Duties:Answering Airbnb messages, vendor management|StrtDt:|TotHrs/mon:4|TrdHrs/mon:1|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-04
S63 Uniform Securities Agent State Law Examination 2010-05-14
  • S65 Uniform Investment Adviser Law Examination
    2021-06-04
  • S63 Uniform Securities Agent State Law Examination
    2010-05-14
Other Names
  • Matthew Benjamin Dipippo

View on SEC IAPD

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