Andrew James Ruggiero

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

Cary, 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

Organization	City	State	From	To
Principal Life Insurance Co	Waltham	MA	08/2014	06/2020
Princor Financial Services Co	Waltham	MA	08/2014	06/2020
Fidelity Brokerage Services	Atlanta	GA	06/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2014 → 06/2020

Principal Life Insurance Co

Waltham, MA
08/2014 → 06/2020

Princor Financial Services Co

Waltham, MA
06/2020 → Present

Fidelity Brokerage Services

Atlanta, GA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-10-20 → 2025-03-31

Fidelity Personal And Workplace Advisors

Cary, NC
2019-04-01 → 2020-06-29

Principal Securities, Inc.

Waltham, MA

Des Moines, IA

Waltham, MA

Other Businesses

OBA-114969|OrgNmn:Rugg Colonial Properties|Org Addr:Cary,North Caro,US|OBA Nature:LLC for my Rental Property|Invst Rel:Y|Title:Owner|Duties:Collect rents and pay bills|StrtDt:11-29-24|TotHrs/mon:10|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2019-02-23
S63	Uniform Securities Agent State Law Examination	2008-05-22

S66 Uniform Combined State Law Examination

2019-02-23
S63 Uniform Securities Agent State Law Examination

2008-05-22

View on SEC IAPD

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