Joanne Rupert

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
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

Warwick, 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

Organization	City	State	From	To
Fidelity Investments	Smithfield	RI	04/2023	Present
Kairos Surgical	Malborough	MA	07/2022	02/2023
Santander	East Providence	RI	09/2019	04/2022
Robert Half	Johnston	RI	09/2018	09/2019
Midtown Oyster Bar	Newport	RI	05/2018	09/2019
Embrace Home Loans	Middletown	RI	03/2016	08/2018
Tumblesalts Cafe	North Providence	RI	05/2021	09/2021
Unemployed	Warwick	RI	04/2022	07/2022
Fidelity Investments	Boston	MA	03/2025	Present

04/2023 → Present

Fidelity Investments

Smithfield, RI
07/2022 → 02/2023

Kairos Surgical

Malborough, MA
09/2019 → 04/2022

Santander

East Providence, RI
09/2018 → 09/2019

Robert Half

Johnston, RI
05/2018 → 09/2019

Midtown Oyster Bar

Newport, RI
03/2016 → 08/2018

Embrace Home Loans

Middletown, RI
05/2021 → 09/2021

Tumblesalts Cafe

North Providence, RI
04/2022 → 07/2022

Unemployed

Warwick, RI
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-01-31 → 2025-03-31

Fidelity Personal And Workplace Advisors

Smithfield, RI

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-11-30

S66 Uniform Combined State Law Examination

2023-11-30

Other Names

Joanne Catherine Rupert
Joanne Rupert

View on SEC IAPD

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