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James Robichaud

Strategic Advisers LLC

Smithfield, RI

Brooklyn, CT

CRD 7471439

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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
CT RA APPROVED 2026-06-24
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CT RA
    APPROVED
    Since 2026-06-24
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

Brooklyn, CT • 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
Unemployed West Warwick RI 03/2020 09/2021
R K Baker & Associates Cranston RI 05/2018 02/2020
Unemployed Cranston RI 11/2017 04/2018
Northeast Family Services Warwick RI 05/2016 10/2017
Fidelity Investments Boston MA 03/2025 Present
  • 11/2021 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2020 → 09/2021
    Unemployed
    West Warwick, RI
  • 05/2018 → 02/2020
    R K Baker & Associates
    Cranston, RI
  • 11/2017 → 04/2018
    Unemployed
    Cranston, RI
  • 05/2016 → 10/2017
    Northeast Family Services
    Warwick, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-07
S63 Uniform Securities Agent State Law Examination 2022-07-15
  • S66 Uniform Combined State Law Examination
    2023-07-07
  • S63 Uniform Securities Agent State Law Examination
    2022-07-15
Other Names
  • James Andrew Robichaud

View on SEC IAPD

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