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Mariah Pelletier

Strategic Advisers LLC

Smithfield, RI

Scituate, RI

CRD 7413109

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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

Scituate, 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
Fidelity Investments Smithfield RI 07/2021 Present
Resnick & Louis Scottsdale AZ 09/2020 07/2021
Abc Nissan Phoenix AZ 06/2020 08/2020
All Phase Heating & Cooling Hope RI 01/2019 03/2020
Brew Masters Coventry RI 05/2018 07/2018
Jc Penny Warwick RI 01/2017 05/2017
The University Of Rhode Island Kingston RI 08/2018 05/2020
Community College Of Rhode Island Warwick RI 08/2016 05/2018
Scituate High School Scituate RI 09/2014 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → Present
    Fidelity Investments
    Smithfield, RI
  • 09/2020 → 07/2021
    Resnick & Louis
    Scottsdale, AZ
  • 06/2020 → 08/2020
    Abc Nissan
    Phoenix, AZ
  • 01/2019 → 03/2020
    All Phase Heating & Cooling
    Hope, RI
  • 05/2018 → 07/2018
    Brew Masters
    Coventry, RI
  • 01/2017 → 05/2017
    Jc Penny
    Warwick, RI
  • 08/2018 → 05/2020
    The University Of Rhode Island
    Kingston, RI
  • 08/2016 → 05/2018
    Community College Of Rhode Island
    Warwick, RI
  • 09/2014 → 05/2017
    Scituate High School
    Scituate, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-07-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-01
S63 Uniform Securities Agent State Law Examination 2021-12-13
  • S66 Uniform Combined State Law Examination
    2022-07-01
  • S63 Uniform Securities Agent State Law Examination
    2021-12-13
Other Names
  • Mariah Louise Elizabeth Kmon
  • Mariah Kmon

View on SEC IAPD

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