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Ivi O. Nwosu

Strategic Advisers LLC

Smithfield, RI

Norwood, MA

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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
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • 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

Norwood, 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
Citizens Bank Westwood MA 10/2020 10/2022
Santander Bank Boston MA 04/2019 10/2020
Citizens Bank Roslindale MA 12/2014 03/2019
Fidelity Investments Smithfield RI 02/2023 Present
Northeastern University Boston MA 05/2013 04/2018
Carrington Real Estate Services (Us) Llc / Vylla Home (Us) Llc Wakefield MA 12/2014 02/2023
Fidelity Investments Boston MA 03/2025 Present
  • 10/2020 → 10/2022
    Citizens Bank
    Westwood, MA
  • 04/2019 → 10/2020
    Santander Bank
    Boston, MA
  • 12/2014 → 03/2019
    Citizens Bank
    Roslindale, MA
  • 02/2023 → Present
    Fidelity Investments
    Smithfield, RI
  • 05/2013 → 04/2018
    Northeastern University
    Boston, MA
  • 12/2014 → 02/2023
    Carrington Real Estate Services (Us) Llc / Vylla Home (Us) Llc
    Wakefield, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Other Businesses

OBA-116707|OrgNmn:Abia American Association, Inc|Org Addr:Brockton,Massachuse,US|OBA Nature:Non-profit Organization that p|Invst Rel:N|Title:Financial Secretary|Duties:Financial Secretary|StrtDt:02-16-25|TotHrs/mon:5|TrdHrs/mon:0|OBA-97125|OrgNmn:Vylla Home|Org Addr:wakefield,Massachuse,US|OBA Nature:Real Estate Sales|Invst Rel:Y|Title:Realtor|Duties:Initiation and follow through of Real estate sales transactions. ( engages in activity prior to hire date at fidelity)|StrtDt:02-21-23|TotHrs/mon:10|TrdHrs/mon:0|OBA-97628|OrgNmn:hi Beta Sigma Fraternity Inc - New England State Boar|Org Addr:Randolph,Massachuse,US|OBA Nature:Fraternal Organization|Invst Rel:N|Title:Officer|Duties:Board Treasurer|StrtDt:02-21-23|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-13
S63 Uniform Securities Agent State Law Examination 2006-08-16
  • S66 Uniform Combined State Law Examination
    2023-12-13
  • S63 Uniform Securities Agent State Law Examination
    2006-08-16
Other Names
  • Ivi Nwosu

View on SEC IAPD

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