Lorene Bowness

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2017 → 03/2020
  Route One Cinema Pub
  North Attleboro, MA
• 09/2017 → 03/2018
  North Bowl Lanes
  North Attleboro, MA
• 02/2017 → 05/2023
  Route One Cinema Pub
  North Attleboro, MA
• 06/2022 → 08/2022
  Syncthink/Neurosync
  Holliston, MA
• 09/2019 → 05/2022
  University Of Massachusetts: Department Of Civil Engineering
  North Dartmouth, MA
• 03/2020 → 08/2020
  Unemployment
  North Attleboro, MA
• 02/2021 → 01/2022
  The Gym @ Milford
  Milford, MA
• 06/2013 → 02/2017
  Unemployed
  North Attleboro, MA
• 05/2023 → Present
  Fidelity Investments
  Smithfield, RI
• 09/2015 → 06/2019
  Tri-County Regional Vocational Technical High School
  Franklin, MA
• 09/2019 → 05/2023
  University Of Massachusetts Dartmouth
  North Darmouth, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-01-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI

Other Businesses

OBA-99245|OrgNmn:Route One Cinema Pub|Org Addr:North Attl,Massachuse,US|OBA Nature:Restaurant|Invst Rel:N|Title:Employee|Duties:Waiting on tables, serving customers|StrtDt:|TotHrs/mon:50|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2023-12-22

Other Names

• Lorene Joyce Bowness
• Lorene Bowness