Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 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

Millis, MA • United States

500 Salem Street, Smithfield, RI 02917-1288 • 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 07/2022 Present
Baystate Delivery Bellingham MA 08/2021 07/2022
House2Home Deliveries Bellingham MA 08/2021 08/2021
Home Depot Manfield MA 06/2020 08/2021
Hawkins Point Partners Westford MA 06/2019 08/2019
Shaw's Supermarket Mansfield MA 12/2016 08/2018
Bishop Feehan High Scool Attleboro MA 09/2014 06/2018
Bryant University Smithfield RI 09/2018 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 07/2022 → Present
    Fidelity Investments
    Smithfield, RI
  • 08/2021 → 07/2022
    Baystate Delivery
    Bellingham, MA
  • 08/2021 → 08/2021
    House2Home Deliveries
    Bellingham, MA
  • 06/2020 → 08/2021
    Home Depot
    Manfield, MA
  • 06/2019 → 08/2019
    Hawkins Point Partners
    Westford, MA
  • 12/2016 → 08/2018
    Shaw's Supermarket
    Mansfield, MA
  • 09/2014 → 06/2018
    Bishop Feehan High Scool
    Attleboro, MA
  • 09/2018 → 05/2022
    Bryant University
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-01
S63 Uniform Securities Agent State Law Examination 2022-11-07
  • S66 Uniform Combined State Law Examination
    2023-09-01
  • S63 Uniform Securities Agent State Law Examination
    2022-11-07
Other Names
  • Joey Charles Robichaud
  • Joseph Charles Robichaud

View on SEC IAPD

More in Smithfield, RI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor