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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-07-31
TX RA APPROVED 2025-03-31
  • RI RA
    APPROVED
    Since 2025-07-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Warwick, 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
Fidelity Investments Smithfield RI 11/2021 Present
Signet Investment Advisory Group, Inc. Providence RI 03/2021 10/2021
Providence College Providence RI 08/2020 07/2021
Cvs Health Smithtown NY 05/2020 07/2020
Providence College Providence RI 06/2016 04/2020
Providence College Providence RI 06/2019 08/2019
Crestwood Country Day Camp Melville NY 06/2018 08/2018
Crestwood Country Day Camp Melville NY 06/2017 08/2017
Providence College Providence RI 08/2021 11/2021
Fidelity Investments Boston MA 03/2025 Present
  • 11/2021 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2021 → 10/2021
    Signet Investment Advisory Group, Inc.
    Providence, RI
  • 08/2020 → 07/2021
    Providence College
    Providence, RI
  • 05/2020 → 07/2020
    Cvs Health
    Smithtown, NY
  • 06/2016 → 04/2020
    Providence College
    Providence, RI
  • 06/2019 → 08/2019
    Providence College
    Providence, RI
  • 06/2018 → 08/2018
    Crestwood Country Day Camp
    Melville, NY
  • 06/2017 → 08/2017
    Crestwood Country Day Camp
    Melville, NY
  • 08/2021 → 11/2021
    Providence College
    Providence, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-27
S63 Uniform Securities Agent State Law Examination 2022-03-14
  • S66 Uniform Combined State Law Examination
    2023-01-27
  • S63 Uniform Securities Agent State Law Examination
    2022-03-14
Other Names
  • Ryan Flynn Mongno
  • Ryan Mongno

View on SEC IAPD

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