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Hailie Madison Sheldon

Strategic Advisers LLC

Westerly, RI

Smithfield, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-05-15
TX RA APPROVED 2025-05-15
  • RI RA
    APPROVED
    Since 2025-05-15
  • TX RA
    APPROVED
    Since 2025-05-15

Branch Locations

Westerly, 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
Mcquade'S Marketplace Westerly RI 04/2021 10/2021
River Bar Westerly RI 05/2024 01/2025
Westerly High School Westerly RI 09/2018 06/2022
Fidelity Investments Smithfield RI 01/2025 Present
Beach Bums Cafe & Creamery Westerly RI 06/2019 09/2019
Jonathan Ucran, Cpa, Llc Smithfield RI 03/2023 10/2023
University Of Rhode Island Kingston RI 01/2023 12/2024
The Cafe Ri Westerly RI 11/2021 06/2024
Westerly Middle School Westerly RI 11/2014 09/2018
Amanda'S Pantry Westerly RI 06/2020 07/2021
  • 04/2021 → 10/2021
    Mcquade'S Marketplace
    Westerly, RI
  • 05/2024 → 01/2025
    River Bar
    Westerly, RI
  • 09/2018 → 06/2022
    Westerly High School
    Westerly, RI
  • 01/2025 → Present
    Fidelity Investments
    Smithfield, RI
  • 06/2019 → 09/2019
    Beach Bums Cafe & Creamery
    Westerly, RI
  • 03/2023 → 10/2023
    Jonathan Ucran, Cpa, Llc
    Smithfield, RI
  • 01/2023 → 12/2024
    University Of Rhode Island
    Kingston, RI
  • 11/2021 → 06/2024
    The Cafe Ri
    Westerly, RI
  • 11/2014 → 09/2018
    Westerly Middle School
    Westerly, RI
  • 06/2020 → 07/2021
    Amanda'S Pantry
    Westerly, RI
Other Businesses

OBA-116016|OrgNmn:River Bar Westerly|Org Addr:Westerly,Rhode Isla,US|OBA Nature:Restaurant|Invst Rel:N|Title:Employee|Duties:Serve food and beverage, customer service|StrtDt:05-29-24|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-07
  • S66 Uniform Combined State Law Examination
    2025-05-07
Other Names
  • Hailie Sheldon

View on SEC IAPD

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