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Lucas Mariotti

Strategic Advisers LLC

Providence, RI

Providence, 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

10 Memorial Boulevard, Providence, RI 02903-1160 • 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
Brigido's Fresh Market North Smithfield RI 07/2016 01/2018
Dave's Fresh Marketplace Smithfield RI 01/2018 06/2022
Eastern Connecticut State University Willimantic CT 10/2018 12/2021
Eastern Connecticut State University Willimantic CT 01/2021 05/2022
Fidelity Investments Smithfield RI 06/2022 Present
North Smithfield High School North Smithfield RI 08/2014 05/2018
Eastern Connecticut State University Willimantic CT 08/2018 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → 01/2018
    Brigido's Fresh Market
    North Smithfield, RI
  • 01/2018 → 06/2022
    Dave's Fresh Marketplace
    Smithfield, RI
  • 10/2018 → 12/2021
    Eastern Connecticut State University
    Willimantic, CT
  • 01/2021 → 05/2022
    Eastern Connecticut State University
    Willimantic, CT
  • 06/2022 → Present
    Fidelity Investments
    Smithfield, RI
  • 08/2014 → 05/2018
    North Smithfield High School
    North Smithfield, RI
  • 08/2018 → 05/2022
    Eastern Connecticut State University
    Willimantic, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Other Businesses

OBA-90092|OrgNmn:N/A|Org Addr:New London,Connecticu,US|OBA Nature:Occassional freelance music op|Invst Rel:N|Title:Independent Contractor|Duties:Perform music at restaurants, bars, weddings, or other venues that host music.|StrtDt:10-01-22|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-21
  • S66 Uniform Combined State Law Examination
    2022-10-21
Other Names
  • Lucas Donald Mariotti
  • Lucas Mariotti

View on SEC IAPD

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