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Anthony Ruggiero

Strategic Advisers LLC

Cary, NC

Cary, NC

Willow Spring, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

2500 Regency Parkway, Cary, NC 27518-8549 • United States

580 New Waverly Pl Ste 240, Cary, NC 27518-7406 • United States

Willow Spring, NC • 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 Durham NC 01/2022 Present
Wells Fargo Raleigh NC 10/2019 01/2022
Nc Department Of Public Safety Raleigh NC 03/2019 10/2019
North Carolina Army National Guard Southern Pines NC 02/2019 01/2022
Darden Inc - Olive Garden Cary NC 01/2019 03/2019
Pennsylvania Army National Guard Williamsport PA 02/2015 02/2019
Pennsylvania Department Of Revenue Scranton PA 12/2014 07/2018
Campbell University School Of Law Raleigh NC 08/2018 01/2019
Fidelity Investments Boston MA 03/2025 Present
  • 01/2022 → Present
    Fidelity Investments
    Durham, NC
  • 10/2019 → 01/2022
    Wells Fargo
    Raleigh, NC
  • 03/2019 → 10/2019
    Nc Department Of Public Safety
    Raleigh, NC
  • 02/2019 → 01/2022
    North Carolina Army National Guard
    Southern Pines, NC
  • 01/2019 → 03/2019
    Darden Inc - Olive Garden
    Cary, NC
  • 02/2015 → 02/2019
    Pennsylvania Army National Guard
    Williamsport, PA
  • 12/2014 → 07/2018
    Pennsylvania Department Of Revenue
    Scranton, PA
  • 08/2018 → 01/2019
    Campbell University School Of Law
    Raleigh, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Willow Spring, NC
    Cary, NC
Other Businesses

OBA-121300|OrgNmn:LittleFoot Enterprises LLC |Org Addr:Raleigh,North Caro,US|OBA Nature:Real Estate Rental|Invst Rel:Y|Title:Officer|Duties:Landlord|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-14
S63 Uniform Securities Agent State Law Examination 2022-05-09
  • S66 Uniform Combined State Law Examination
    2023-09-14
  • S63 Uniform Securities Agent State Law Examination
    2022-05-09
Other Names
  • Anthony Thomas Ruggiero
  • Anthony Ruggiero

View on SEC IAPD

Other Firms

VERATIS ADVISORS, INC.
RFG ADVISORY, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRUIST ADVISORY SERVICES, INC.
COMPERIO RETIREMENT CONSULTING, INC.
WEALTHSHIELD PARTNERS, LLC
BRODIE WEALTH MANAGEMENT

Other Investors

STEPHEN DREW SIMPSON
LIAM BRIAN JOHNSON
DEREK THOMPSON WILLIAMS
JASON WILLIAM CARTER
Kashif Osman
Ibraheem Wael Ahmad Amin
Robert Sidney Larson
Karena Lyn Bagwell

Other Offices

VERATIS ADVISORS, INC. · CARY, NC
RFG ADVISORY, LLC · Cary, NC
EDWARD JONES · CARY, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
TRUIST ADVISORY SERVICES, INC. · CARY, NC
COMPERIO RETIREMENT CONSULTING, INC. · CARY, NC
WEALTHSHIELD PARTNERS, LLC · CARY, NC

More in Cary, NC

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