Sai R. Villanueva

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
RI	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

RI RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Providence, 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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Lincoln	RI	09/2014	02/2022
Fidelity Investments	Smithfield	RI	02/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

09/2014 → 02/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Lincoln, RI
02/2022 → Present

Fidelity Investments

Smithfield, RI
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-04-11 → 2025-03-31

Fidelity Personal And Workplace Advisors

Smithfield, RI
2015-11-17 → 2022-02-24

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Riverside, RI

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-12-28
S63	Uniform Securities Agent State Law Examination	2015-02-23

S65 Uniform Investment Adviser Law Examination

2015-12-28
S63 Uniform Securities Agent State Law Examination

2015-02-23

Other Names

Sai Roberto Villanueva
Sai R Villanueva

View on SEC IAPD

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