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Ricardo Barbosa Ballester

Strategic Advisers LLC

Wake Forest, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Wake Forest, NC • 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
Us Army Salt Lake City UT 05/2017 11/2022
Us Army Reserve Juana Diaz PR 05/2007 05/2017
Walgreens Mayaguez PR 09/2013 11/2016
Walgreens Apex NC 11/2016 05/2017
Fidelity Investments Salt Lake City UT 11/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2017 → 11/2022
    Us Army
    Salt Lake City, UT
  • 05/2007 → 05/2017
    Us Army Reserve
    Juana Diaz, PR
  • 09/2013 → 11/2016
    Walgreens
    Mayaguez, PR
  • 11/2016 → 05/2017
    Walgreens
    Apex, NC
  • 11/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-09
S63 Uniform Securities Agent State Law Examination 2023-04-08
  • S66 Uniform Combined State Law Examination
    2023-09-09
  • S63 Uniform Securities Agent State Law Examination
    2023-04-08
Other Names
  • Ricardo Barbosa

View on SEC IAPD

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