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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

Cranston, 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
OrganizationCityStateFromTo
Diamond Wireless (Verizon Premium Retailer) Coventry RI 05/2016 09/2016
Victra (Formerly Known As A Wireless) Middletown RI 10/2016 10/2018
Keller Williams Realty Lincoln RI 04/2018 02/2023
Wireless Zone (Verizone Premium Retailer) Wakefield RI 02/2019 05/2019
Express Stores Llc. (T-Mobile Premium Retailer) Cranston RI 05/2019 04/2020
The Prudential Insurance Company Of America Warwick RI 09/2022 01/2023
Fidelity Investments Smithfield RI 02/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2016 → 09/2016
    Diamond Wireless (Verizon Premium Retailer)
    Coventry, RI
  • 10/2016 → 10/2018
    Victra (Formerly Known As A Wireless)
    Middletown, RI
  • 04/2018 → 02/2023
    Keller Williams Realty
    Lincoln, RI
  • 02/2019 → 05/2019
    Wireless Zone (Verizone Premium Retailer)
    Wakefield, RI
  • 05/2019 → 04/2020
    Express Stores Llc. (T-Mobile Premium Retailer)
    Cranston, RI
  • 09/2022 → 01/2023
    The Prudential Insurance Company Of America
    Warwick, RI
  • 02/2023 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
  • 2022-09-07 → 2023-01-31
    Warwick, RI
Other Businesses

OBA-99029|OrgNmn:Twitch Interactive Inc|Org Addr:San Fransi,California,US|OBA Nature:Video Game Live Streaming Plat|Invst Rel:N|Title:Independent Contractor|Duties:None. Can stream when I choose or not at all. Will not affect affiliation.|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|OBA-96673|OrgNmn:Keller Williams Realty NRI|Org Addr:Lincoln,Rhode Isla,US|OBA Nature:Real Estate Agency|Invst Rel:Y|Title:Real Estate Agent|Duties:Assist buyers/sellers in the purchase/sale of their home|StrtDt:04-24-18|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-01
  • S66 Uniform Combined State Law Examination
    2022-09-01
Other Names
  • Richard Philip Audet
  • Richard Philip Audet

View on SEC IAPD

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