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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

Providence, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Mchoul Funeral Home Dorchester MA 09/2022 01/2023
Sperry Mchoul Funeral Home North Attleboro MA 06/2018 09/2022
Providence College Executive Office Providence RI 10/2018 05/2022
Sodexo, Catering Service Providence RI 11/2019 06/2022
Saint Mary's Sacred Heart School North Attleboro MA 09/2017 06/2018
Briggs Nursery Attleboro MA 05/2020 06/2020
Tristan Medical, Urgent Care North Attleboro MA 06/2020 09/2020
Duffy Poule Funeral Home Attleboro MA 06/2018 01/2023
Bishop Feehan High School Attleboro MA 09/2014 06/2018
Providence College Providence RI 09/2018 05/2022
Fidelity Investments Smithfield RI 01/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2022 → 01/2023
    Mchoul Funeral Home
    Dorchester, MA
  • 06/2018 → 09/2022
    Sperry Mchoul Funeral Home
    North Attleboro, MA
  • 10/2018 → 05/2022
    Providence College Executive Office
    Providence, RI
  • 11/2019 → 06/2022
    Sodexo, Catering Service
    Providence, RI
  • 09/2017 → 06/2018
    Saint Mary's Sacred Heart School
    North Attleboro, MA
  • 05/2020 → 06/2020
    Briggs Nursery
    Attleboro, MA
  • 06/2020 → 09/2020
    Tristan Medical, Urgent Care
    North Attleboro, MA
  • 06/2018 → 01/2023
    Duffy Poule Funeral Home
    Attleboro, MA
  • 09/2014 → 06/2018
    Bishop Feehan High School
    Attleboro, MA
  • 09/2018 → 05/2022
    Providence College
    Providence, RI
  • 01/2023 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-30
  • S66 Uniform Combined State Law Examination
    2023-05-30
Other Names
  • Shane Michael Welter
  • Shane Welter

View on SEC IAPD

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