Christian Cataldo

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-11-07
RI	RA	APPROVED	2025-10-29
TX	RA	APPROVED	2025-10-29

MA RA
APPROVED

Since 2025-11-07
RI RA
APPROVED

Since 2025-10-29
TX RA
APPROVED

Since 2025-10-29

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

Hanover, MA • 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

Organization	City	State	From	To
Boston Financial Management	Massachusetts	MA	05/2023	08/2023
Fidelity Investments	Smithfield	RI	06/2024	Present
Town Of Marshfield	Massachusetts	MA	05/2019	05/2023
Unemployed	Unemployed	MA	06/2014	05/2019
Unemployed	Unemployed	MA	08/2023	06/2024

05/2023 → 08/2023

Boston Financial Management

Massachusetts, MA
06/2024 → Present

Fidelity Investments

Smithfield, RI
05/2019 → 05/2023

Town Of Marshfield

Massachusetts, MA
06/2014 → 05/2019

Unemployed

Unemployed, MA
08/2023 → 06/2024

Unemployed

Unemployed, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-27
S63	Uniform Securities Agent State Law Examination	2024-09-27

S66 Uniform Combined State Law Examination

2025-10-27
S63 Uniform Securities Agent State Law Examination

2024-09-27

View on SEC IAPD

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