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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Bay Shore, NY • United States

1130 Franklin Avenue, Garden City, NY 11530-1687 • 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
1St Equity Title And Closing Melville NY 05/2021 12/2021
Lighthouse Financial Network, Llc Melville NY 05/2019 08/2019
Fidelity Garden City NY 01/2021 Present
Unemployed West Islip NY 01/2010 04/2019
Unemployment West Islip NY 03/2020 04/2021
Unemployeed West Islip NY 09/2019 03/2020
Fidelity Investments Boston MA 03/2025 Present
  • 05/2021 → 12/2021
    1St Equity Title And Closing
    Melville, NY
  • 05/2019 → 08/2019
    Lighthouse Financial Network, Llc
    Melville, NY
  • 01/2021 → Present
    Fidelity
    Garden City, NY
  • 01/2010 → 04/2019
    Unemployed
    West Islip, NY
  • 03/2020 → 04/2021
    Unemployment
    West Islip, NY
  • 09/2019 → 03/2020
    Unemployeed
    West Islip, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Garden City, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-09-01
  • S66 Uniform Combined State Law Examination
    2022-09-01
Other Names
  • Matthew Roy Ferrugiari

View on SEC IAPD

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