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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
  • MA RA
    APPROVED
    Since 2025-03-31

Branch Locations

109 University Ave Ste 107, Westwood, MA 02090-2306 • United States

Burlington, 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. Smithfield RI 07/2014 04/2017
Fidelity Brokerage Services Llc Smithfield RI 04/2017 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2014 → 04/2017
    Fidelity Investments Institutional Services Company, Inc.
    Smithfield, RI
  • 04/2017 → 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
  • 2017-05-12 → 2018-07-13
    Hingham, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-12
S63 Uniform Securities Agent State Law Examination 2014-08-12
  • S65 Uniform Investment Adviser Law Examination
    2017-05-12
  • S63 Uniform Securities Agent State Law Examination
    2014-08-12
Designations
Other Names
  • Ryan James Mee
  • Ryan Mee

View on SEC IAPD

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