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Megan Victoria Forestieri

Strategic Advisers LLC

Santa Clara, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Santa Clara, CA • 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
Veritude - Fidelity Investments Sunnyvale CA 06/2016 01/2017
Fidelity Investments Sunnyvale CA 01/2017 08/2020
Rbc Capital Markets, Llc San Jose CA 08/2020 10/2021
Fidelity Investments Sunnyvale CA 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2016 → 01/2017
    Veritude - Fidelity Investments
    Sunnyvale, CA
  • 01/2017 → 08/2020
    Fidelity Investments
    Sunnyvale, CA
  • 08/2020 → 10/2021
    Rbc Capital Markets, Llc
    San Jose, CA
  • 10/2021 → Present
    Fidelity Investments
    Sunnyvale, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sunnyvale, CA
  • 2020-08-20 → 2021-11-02
    Rbc Capital Markets, Llc
    San Jose, CA
  • 2019-02-27 → 2020-08-21
    Fidelity Personal And Workplace Advisors
    Sunnyvale, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-15
  • S66 Uniform Combined State Law Examination
    2017-11-15
Other Names
  • Megan Victoria Forestieri
  • Megan Forestieri

View on SEC IAPD

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