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Ross Marsden

Strategic Advisers LLC

Smithfield, RI

Providence, RI

CRD 7691595

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-03-31
TX RA APPROVED 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

Providence, 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
Challenger Sports Warwick RI 06/2013 11/2017
Rhode Island College Providence RI 08/2020 12/2022
Fidelity Investments Smithfield RI 01/2023 Present
Bristol Community College Coventry RI 01/2018 08/2020
Fidelity Investments Boston MA 03/2025 Present
  • 06/2013 → 11/2017
    Challenger Sports
    Warwick, RI
  • 08/2020 → 12/2022
    Rhode Island College
    Providence, RI
  • 01/2023 → Present
    Fidelity Investments
    Smithfield, RI
  • 01/2018 → 08/2020
    Bristol Community College
    Coventry, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-15
  • S66 Uniform Combined State Law Examination
    2023-06-15
Other Names
  • Ross Jordan Marsden

View on SEC IAPD

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