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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
RI RA APPROVED 2025-03-31
TX RA APPROVED 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

Johnston, RI • 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 03/2023 Present
Unemployed Johnston RI 10/2022 03/2023
Fp Solutions Ri Cranston RI 06/2022 10/2022
Unemployed; On Temporary Caregivers Leave Through Ri Johnston RI 05/2022 06/2022
Farmers Insurance Warwick RI 04/2021 05/2022
Metlife Warwick RI 03/2018 04/2021
Cvs Cumberland RI 10/2017 03/2018
Silverman Mcgovern Staffing Solutions Providence RI 01/2017 10/2017
Petsmart Johnston RI 08/2015 01/2017
Full-Time Student Johnston RI 07/2012 11/2016
Fidelity Investments Boston MA 03/2025 Present
  • 03/2023 → Present
    Fidelity Investments
    Smithfield, RI
  • 10/2022 → 03/2023
    Unemployed
    Johnston, RI
  • 06/2022 → 10/2022
    Fp Solutions Ri
    Cranston, RI
  • 05/2022 → 06/2022
    Unemployed; On Temporary Caregivers Leave Through Ri
    Johnston, RI
  • 04/2021 → 05/2022
    Farmers Insurance
    Warwick, RI
  • 03/2018 → 04/2021
    Metlife
    Warwick, RI
  • 10/2017 → 03/2018
    Cvs
    Cumberland, RI
  • 01/2017 → 10/2017
    Silverman Mcgovern Staffing Solutions
    Providence, RI
  • 08/2015 → 01/2017
    Petsmart
    Johnston, RI
  • 07/2012 → 11/2016
    Full-Time Student
    Johnston, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
    Johnston, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-05
S63 Uniform Securities Agent State Law Examination 2023-07-10
  • S66 Uniform Combined State Law Examination
    2024-08-05
  • S63 Uniform Securities Agent State Law Examination
    2023-07-10
Other Names
  • Stephanie Michelle Lopez
  • Stephanie Michelle Gonzalez
  • Reina King
  • Reina Serenity King

View on SEC IAPD

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