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Meghan V Modafferi

Strategic Advisers LLC

New York City, NY

Lynbrook, NY

CRD 6816579

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

Branch Locations

165 Broadway, New York City, NY 10006-1404 • United States

Lynbrook, NY • 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 Brokerage Services Paramus NJ 06/2017 Present
University Of Hartford West Hartford CT 02/2017 05/2017
Student West Hartford CT 09/2016 01/2017
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → Present
    Fidelity Brokerage Services
    Paramus, NJ
  • 02/2017 → 05/2017
    University Of Hartford
    West Hartford, CT
  • 09/2016 → 01/2017
    Student
    West Hartford, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-07-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York City, NY
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-02-07
  • S63 Uniform Securities Agent State Law Examination
    2018-02-07
Designations
  • Certified Financial Planner
Other Names
  • Meghan Victoria Ryan
  • Meghan Victoria Modafferi

View on SEC IAPD

Nearby Firms

HIGHTOWER ADVISORS, LLC
CIBC PRIVATE WEALTH ADVISORS, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Nearby Investors

JOSEPH MICHAEL CANTORE
PATRICK FRUZZETTI
Benjamin James Johnston

Nearby Offices

HIGHTOWER ADVISORS, LLC · New York City, NY
CIBC PRIVATE WEALTH ADVISORS, INC. · New York, NY
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · NEW YORK, NY

More in New York City, NY

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