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Ainsley E Morisseau Cantoral

Strategic Advisers LLC

Smithfield, RI

Glendale, RI

CRD 7454767

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

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

Glendale, RI • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Providence Revolving Fund Providence RI 07/2021 10/2021
Providence Housing Authority Providence RI 06/2018 07/2021
Rhode Island Housing Providence RI 12/2015 05/2018
Fidelity Investments Smithfield RI 10/2021 Present
Cantoral Can Llc Glendale RI 03/2017 10/2021
Tres Potrancas Llc Glendale RI 08/2019 10/2021
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → 10/2021
    Providence Revolving Fund
    Providence, RI
  • 06/2018 → 07/2021
    Providence Housing Authority
    Providence, RI
  • 12/2015 → 05/2018
    Rhode Island Housing
    Providence, RI
  • 10/2021 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2017 → 10/2021
    Cantoral Can Llc
    Glendale, RI
  • 08/2019 → 10/2021
    Tres Potrancas Llc
    Glendale, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Other Businesses

OBA-63511|OrgNmn:Cantoral CAN LLC|Org Addr:Burrillvil,Rhode Isla,US|OBA Nature:Construction Contracting|Invst Rel:N|Title:Partner|Duties:Bookkeeping, marketing, general management|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|OBA-63516|OrgNmn:Tres Potrancas LLC|Org Addr:Burrillvil,Rhode Isla,US|OBA Nature:farm/real estate|Invst Rel:N|Title:Sole Proprietor|Duties:general operations including bookkeeping, marketing, sales on weekends|StrtDt:|TotHrs/mon:32|TrdHrs/mon:1.5|OBA-100837|OrgNmn:Girl Scouts of Southern New England|Org Addr:Burrillvil,Rhode Isla,US|OBA Nature:Girl scout trout developing fu|Invst Rel:N|Title:Co-Troop Leader|Duties:Lead meetings, chaperone, account for troop funds and accounts|StrtDt:|TotHrs/mon:6|TrdHrs/mon:0|OBA-117809|OrgNmn:Ofelia Cantoral, Author|Org Addr:Glendale,Rhode Isla,US|OBA Nature:Ofelia Cantoral, the author, i|Invst Rel:N|Title:Mom and pass through for her busi|Duties:I help promote her work and serve as the pass through for funds recieved from sales of the book|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-19
S63 Uniform Securities Agent State Law Examination 2022-03-03
  • S66 Uniform Combined State Law Examination
    2022-12-19
  • S63 Uniform Securities Agent State Law Examination
    2022-03-03
Other Names
  • Ainsley Elizabeth Morisseau Cantoral
  • Ainsley Elizabeth Morisseau
  • Ainsley Eli Morisseaucantoral

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