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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
MA RA APPROVED 2026-07-30
RI RA APPROVED 2026-07-23
TX RA APPROVED 2026-07-23
  • MA RA
    APPROVED
    Since 2026-07-30
  • RI RA
    APPROVED
    Since 2026-07-23
  • TX RA
    APPROVED
    Since 2026-07-23

Branch Locations

Sturbridge, MA • 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
Fidelity Investments Smithfield RI 05/2026 Present
Unemployed Sturbridge MA 01/2026 05/2026
Accurate Medical Cooling North Brookfield MA 02/2022 05/2022
Bmw Of West Springfield West Springfield MA 09/2024 12/2024
Ups Plainfield NJ 12/2018 02/2019
Cornerstone Bank Webster MA 06/2022 08/2022
Fidelity Investments Smithfield RI 05/2025 01/2026
New Jersey Institute Of Technology Newark NJ 09/2017 12/2021
Petromax Southbridge MA 09/2021 01/2026
Sookram Kissoon (Home Renovations) Plainfield NJ 06/2016 12/2018
Middlesex County College Edison NJ 09/2016 05/2017
  • 05/2026 → Present
    Fidelity Investments
    Smithfield , RI
  • 01/2026 → 05/2026
    Unemployed
    Sturbridge, MA
  • 02/2022 → 05/2022
    Accurate Medical Cooling
    North Brookfield, MA
  • 09/2024 → 12/2024
    Bmw Of West Springfield
    West Springfield, MA
  • 12/2018 → 02/2019
    Ups
    Plainfield, NJ
  • 06/2022 → 08/2022
    Cornerstone Bank
    Webster, MA
  • 05/2025 → 01/2026
    Fidelity Investments
    Smithfield, RI
  • 09/2017 → 12/2021
    New Jersey Institute Of Technology
    Newark, NJ
  • 09/2021 → 01/2026
    Petromax
    Southbridge, MA
  • 06/2016 → 12/2018
    Sookram Kissoon (Home Renovations)
    Plainfield, NJ
  • 09/2016 → 05/2017
    Middlesex County College
    Edison, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-19
  • S66 Uniform Combined State Law Examination
    2025-09-19
Other Names
  • Mark Ramjatan
  • Mark Anthony Ramjatan

View on SEC IAPD

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