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Michael Joseph Mason

Strategic Advisers LLC

Smithfield, RI

Cumberland, RI

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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

Cumberland, 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
Stallion Express Llc Brooklyn NY 04/2019 09/2022
Fitzy's Pub Plainville MA 02/2017 04/2019
Boneyard Bar And Grill Seekonk MA 06/2015 02/2017
University Of Rhode Island Kingston RI 09/2016 05/2022
A-Pro Builders Inc Millbury MA 06/2021 08/2021
Fidelity Investments Smithfield RI 09/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2019 → 09/2022
    Stallion Express Llc
    Brooklyn, NY
  • 02/2017 → 04/2019
    Fitzy's Pub
    Plainville, MA
  • 06/2015 → 02/2017
    Boneyard Bar And Grill
    Seekonk, MA
  • 09/2016 → 05/2022
    University Of Rhode Island
    Kingston, RI
  • 06/2021 → 08/2021
    A-Pro Builders Inc
    Millbury, MA
  • 09/2022 → Present
    Fidelity Investments
    Smithfield, RI
  • 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 2023-03-13
  • S66 Uniform Combined State Law Examination
    2024-01-09
  • S63 Uniform Securities Agent State Law Examination
    2023-03-13
Other Names
  • Michael Joseph Mason
  • Michael Mason

View on SEC IAPD

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