Beth Marie Fratalia

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

• 01/2017 → 10/2017
  Morgan Stanley
  Wellesley, MA
• 08/2015 → 01/2017
  The Varano Realty Group
  Needham, MA
• 04/2018 → 03/2019
  Morgan Stanley
  Wellesley, MA
• 10/2017 → 04/2018
  Unemployed
  Norwood, MA
• 04/2018 → 03/2019
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 04/2019 → 02/2020
  F.L. Putnam Investment Management Co.
  Portland, ME
• 02/2020 → 04/2021
  Fidelity Brokerage Services Llc
  Portland, ME
• 04/2021 → 07/2021
  Maiden Cove Capital
  Cape Elizabeth, ME
• 11/2021 → Present
  Fidelity Brokerage Services, Llc
  Boston, MA
• 07/2021 → 11/2021
  Unemployed
  Cape Elizabeth, ME
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-03-18 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2021-04-25 → 2021-07-21
  Maiden Cove Capital
  Cape Elizabeth, ME
• 2020-03-20 → 2021-04-13
  Fidelity Personal And Workplace Advisors
  Portland, ME
• 2019-05-28 → 2020-03-06
  F L Putnam Investment Management Co.
  Portland, ME
• 2018-05-03 → 2019-04-01
  Morgan Stanley
  Wellesley, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-09
• S63 Uniform Securities Agent State Law Examination
  2018-01-24

Other Names

• Beth Marie Hawley
• Beth Fratalia
• Beth Marie Fratalia