Ryan Patrick Kosh

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

• 06/2021 → 09/2021
  Wjms Radio
  Plainville, MA
• 07/2024 → 07/2024
  The Rockwell
  Somerville, MA
• 10/2021 → 01/2022
  80/20 Records
  Plainville, MA
• 10/2024 → 12/2024
  Roadrunner
  Boston, MA
• 09/2020 → 05/2024
  Bryant University
  Smithfield, RI
• 05/2024 → 05/2024
  Orpheum Theatre
  Boston, MA
• 09/2023 → 12/2023
  R&R Digital
  Planville, MA
• 06/2021 → 08/2021
  Envert
  Plainville, MA
• 06/2016 → 09/2016
  Unemployed
  Plainville, MA
• 06/2020 → 09/2020
  Unemployed
  Plainville, MA
• 02/2025 → Present
  Fidelity Investments
  Smithfield, RI
• 09/2021 → 05/2024
  Bryant University
  Smithfield, RI
• 04/2024 → 10/2024
  Leader Bank Pavilion
  Boston, MA
• 09/2018 → 06/2020
  Tj Maxx
  Plainville, MA
• 04/2023 → 02/2024
  Eventide Audio
  Plainville, MA
• 07/2021 → 08/2021
  Robot Records
  North Attleborough, MA
• 12/2024 → 01/2025
  Unemployed
  Plainville, MA
• 09/2016 → 06/2020
  King Philip Regional High School
  Wrentham, MA

Other Businesses

OBA-118913|OrgNmn:Kosh|Org Addr:Plainville,Massachuse,US|OBA Nature:I write music as a hobby and w|Invst Rel:N|Title:Director|Duties:None. It's a hobby that I already just do in my free time and it would just be capitalizing on that hobby in a few small ways. |StrtDt:|TotHrs/mon:30|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2026-08-21
• S63 Uniform Securities Agent State Law Examination
  2025-05-23

Other Names

• Ryan Kosh