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Nelcineia Fortes

Strategic Advisers LLC

Providence, RI

North Providence, 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 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

10 Memorial Boulevard, Providence, RI 02903-1160 • United States

North Providence, RI • 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
Santander Bank, Na Boston MA 02/2016 02/2021
Santander Securities, Llc Dorchester MA 12/2016 02/2021
Edward Jones St. Louis MO 02/2021 06/2022
Fidelity Investments Providence RI 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2016 → 02/2021
    Santander Bank, Na
    Boston, MA
  • 12/2016 → 02/2021
    Santander Securities, Llc
    Dorchester, MA
  • 02/2021 → 06/2022
    Edward Jones
    St. Louis, MO
  • 06/2022 → Present
    Fidelity Investments
    Providence, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Providence, RI
  • 2021-05-25 → 2022-06-24
    Edward Jones
    North Kingstown, RI
    North Providence, RI
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-19
S63 Uniform Securities Agent State Law Examination 2017-01-14
  • S66 Uniform Combined State Law Examination
    2021-05-19
  • S63 Uniform Securities Agent State Law Examination
    2017-01-14
Other Names
  • Neida Fortes
  • Nelcineia Fortes
  • Nelcineia S Fortes

View on SEC IAPD

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Other Investors

JOHN HENRY MULLEN
ANDREW E. SNAPE
GREGORY JOSEPH LAVINE
JOHN BOND TREVOR
JOAN MARIE CAINE
CHARLES BATEMAN PARSONS
EDWIN G FISCHER
STACEY LEA STERNBERG

Other Offices

PARSONS CAPITAL MANAGEMENT INC · PROVIDENCE, RI
PARSONS CAPITAL MANAGEMENT INC · PROVIDENCE, RI
ERNST & YOUNG INVESTMENT ADVISERS LLP · PROVIDENCE, RI
BLUE FIN CAPITAL, INC. · PROVIDENCE, RI
WASHINGTON TRUST ADVISORS · Providence, RI
WASHINGTON TRUST ADVISORS · Providence, RI
STIFEL, NICOLAUS & COMPANY, INCORPORATED · PROVIDENCE, RI
BARRETT & COMPANY · PROVIDENCE, RI

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