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Haley Marie Cerilli

Strategic Advisers LLC

Providence, RI

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 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

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

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Providence RI 07/2017 12/2019
Providence College Providence RI 09/2013 05/2017
J H Lynch & Sons Cumberland RI 05/2016 06/2017
Bank Of America, N.A. Providence RI 12/2018 12/2019
Fidelity Brokerage Services Llc Providence RI 01/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2017 → 12/2019
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Providence, RI
  • 09/2013 → 05/2017
    Providence College
    Providence, RI
  • 05/2016 → 06/2017
    J H Lynch & Sons
    Cumberland, RI
  • 12/2018 → 12/2019
    Bank Of America, N.A.
    Providence, RI
  • 01/2020 → Present
    Fidelity Brokerage Services Llc
    Providence, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-01-03
  • S66 Uniform Combined State Law Examination
    2019-01-03
Other Names
  • Haley Marie Smith
  • Haley Smith

View on SEC IAPD

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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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