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

Branch Locations

Quincy, MA • United States

109 University Ave Ste 107, Westwood, MA 02090-2306 • 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
Zen Property Investors Keyglee - Boston None MA 01/2022 08/2022
Boston University Boston MA 09/2018 05/2021
Mfs Investment Management Boston MA 06/2020 08/2020
Endicott College Beverly MA 09/2017 05/2018
Eversource Energy Westwood MA 05/2018 08/2018
Lacrosse Unlimited Weymouth MA 03/2016 09/2017
Thayer Academy Braintree MA 09/2009 05/2017
Fidelity Investments Llc Westwood MA 12/2022 Present
Unemployed Norwell MA 05/2021 01/2022
Unemployed Norwell MA 08/2022 12/2022
Fidelity Investments Boston MA 03/2025 Present
  • 01/2022 → 08/2022
    Zen Property Investors Keyglee - Boston
    None, MA
  • 09/2018 → 05/2021
    Boston University
    Boston, MA
  • 06/2020 → 08/2020
    Mfs Investment Management
    Boston, MA
  • 09/2017 → 05/2018
    Endicott College
    Beverly, MA
  • 05/2018 → 08/2018
    Eversource Energy
    Westwood, MA
  • 03/2016 → 09/2017
    Lacrosse Unlimited
    Weymouth, MA
  • 09/2009 → 05/2017
    Thayer Academy
    Braintree, MA
  • 12/2022 → Present
    Fidelity Investments Llc
    Westwood, MA
  • 05/2021 → 01/2022
    Unemployed
    Norwell, MA
  • 08/2022 → 12/2022
    Unemployed
    Norwell, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westwood, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-08
S63 Uniform Securities Agent State Law Examination 2023-08-18
  • S66 Uniform Combined State Law Examination
    2023-11-08
  • S63 Uniform Securities Agent State Law Examination
    2023-08-18
Other Names
  • Ryan Michael Farley
  • Ryan Farley

View on SEC IAPD

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