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Steven Ray

Strategic Advisers LLC

Smithfield, RI

North Attleboro, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2026-05-11
MA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • RI RA
    APPROVED
    Since 2026-05-11
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

North Attleboro, MA • 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 Brokerage Services Llc Irvine CA 08/2016 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → Present
    Fidelity Brokerage Services Llc
    Irvine, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Newport Beach, CA
  • 2018-07-03 → 2018-07-13
    Strategic Advisers Llc
    Newport Beach, CA
Other Businesses

OBA-63292|OrgNmn:The Residences Providence|Org Addr:Providence,Rhode Isla,US|OBA Nature:Concierge at a condo complex|Invst Rel:N|Title:Concierge|Duties:Tend to front desk and greet residents|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|OBA-128436|OrgNmn:William Raveis Elite Real Estate|Org Addr:Canton,Massachuse,US|OBA Nature:Real estate|Invst Rel:Y|Title:Independent Contractor|Duties:Real estate agent|StrtDt:|TotHrs/mon:16|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-25
S63 Uniform Securities Agent State Law Examination 2017-01-31
  • S66 Uniform Combined State Law Examination
    2018-06-25
  • S63 Uniform Securities Agent State Law Examination
    2017-01-31
Other Names
  • Steven Charles Ray

View on SEC IAPD

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