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Ryan Balcom

Strategic Advisers LLC

Tewksbury, 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

Tewksbury, MA • United States

571 Boston Turnpike Suite 2, Shrewsbury, MA 01545-5977 • 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 Merrimack NH 08/2010 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2010 → Present
    Fidelity Investments
    Merrimack, NH
  • 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
  • 2015-01-26 → 2018-07-13
    Strategic Advisers Llc
    Danvers, MA
    Shrewsbury, MA
Other Businesses

OBA-129712|OrgNmn:Amazon Flex|Org Addr:Seattle,Washington,US|OBA Nature:Independent contractor for a l|Invst Rel:N|Title:Independent Contractor|Duties:None. No obligations to this activity. When desired, I would deliver packages during a designated window of time.|StrtDt:|TotHrs/mon:6|TrdHrs/mon:0|OBA-129711|OrgNmn:Instacart|Org Addr:San Fransi,California,US|OBA Nature:Indepdendent contractor for a |Invst Rel:N|Title:Independent Contractor|Duties:None. This work would only occur during weekends and only if I have free time.|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|OBA-129713|OrgNmn:Spark Driver|Org Addr:Bentonvill,Arkansas,US|OBA Nature:Independent contractor for a l|Invst Rel:N|Title:Independent Contractor|Duties:My understanding is this position comes with a waitlist. Submitting OBA so that I have this as an option in the future.|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-01-23
S63 Uniform Securities Agent State Law Examination 2010-11-19
  • S66 Uniform Combined State Law Examination
    2015-01-23
  • S63 Uniform Securities Agent State Law Examination
    2010-11-19
Other Names
  • Ryan E Balcom
  • Ryan Edward Balcom

View on SEC IAPD

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