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Steven Clayton

Strategic Advisers LLC

Providence, RI

Smithfield, RI

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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

Providence, 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
Fidelity Investments Smithfield RI 06/2022 Present
United States Marine Corps Arlington VA 03/2012 01/2021
Home Depot Brockton MA 05/2017 07/2017
School (University Of Massachusetts Boston) Boston MA 09/2017 06/2022
Harbour One Bank Brockton MA 09/2021 05/2022
Bureau Of Labor Statistics Boston MA 05/2021 08/2021
Door Dash Quincy MA 01/2018 01/2019
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2012 → 01/2021
    United States Marine Corps
    Arlington, VA
  • 05/2017 → 07/2017
    Home Depot
    Brockton, MA
  • 09/2017 → 06/2022
    School (University Of Massachusetts Boston)
    Boston, MA
  • 09/2021 → 05/2022
    Harbour One Bank
    Brockton, MA
  • 05/2021 → 08/2021
    Bureau Of Labor Statistics
    Boston, MA
  • 01/2018 → 01/2019
    Door Dash
    Quincy, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-01-09
S63 Uniform Securities Agent State Law Examination 2022-10-03
  • S66 Uniform Combined State Law Examination
    2024-01-09
  • S63 Uniform Securities Agent State Law Examination
    2022-10-03
Other Names
  • Steven Edward Clayton
  • Steven Clayton

View on SEC IAPD

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