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Caroline Simonne Souza

Strategic Advisers LLC

Burlington, MA

Dunstable, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

44 Burlington Mall Road Ste 100, Burlington, MA 01803-4528 • United States

Dunstable, MA • 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, Llc Merrimack NH 07/2019 Present
Endicott College Tutoring Center Beverly MA 08/2017 05/2019
Watts Water Technologies North Andover MA 05/2018 08/2018
Northwestern Mutual Woburn MA 01/2018 05/2018
Abiomed Incorporated Danvers MA 05/2017 08/2017
Michael's Harborside Restaurant Newburyport MA 04/2014 09/2016
Endicott College Beverly MA 08/2015 05/2019
Fidelity Investments Boston MA 03/2025 Present
  • 07/2019 → Present
    Fidelity Brokerage Services, Llc
    Merrimack, NH
  • 08/2017 → 05/2019
    Endicott College Tutoring Center
    Beverly, MA
  • 05/2018 → 08/2018
    Watts Water Technologies
    North Andover, MA
  • 01/2018 → 05/2018
    Northwestern Mutual
    Woburn, MA
  • 05/2017 → 08/2017
    Abiomed Incorporated
    Danvers, MA
  • 04/2014 → 09/2016
    Michael's Harborside Restaurant
    Newburyport, MA
  • 08/2015 → 05/2019
    Endicott College
    Beverly, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-07-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-27
S63 Uniform Securities Agent State Law Examination 2019-11-05
  • S66 Uniform Combined State Law Examination
    2020-07-27
  • S63 Uniform Securities Agent State Law Examination
    2019-11-05
Other Names
  • Caroline Simonne Hughes
  • Caroline Hughes

View on SEC IAPD

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Other Investors

Ryan Richard Kolden
WILLIAM T EATON
MITCHELL ALAN GOLDFELD
JUAN DONABEDIAN
SHARON M CONSOLI
John Edwardh
Meaghan Anne Murphy Keeven
STEPHEN BARRY FREEDMAN

Other Offices

RPG FAMILY WEALTH ADVISORY, LLC · BURLINGTON, MA
RISK PARADIGM GROUP, LLC · BURLINGTON, MA
EDELMAN FINANCIAL ENGINES · BURLINGTON, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BURLINGTON, MA
ONEPOINT BFG WEALTH PARTNERS · Burlington, MA
EDELMAN FINANCIAL ENGINES · Town of Burlington, MA
EDELMAN FINANCIAL ENGINES · BURLINGTON, TOWN OF, MA
RISK PARADIGM GROUP, LLC · Burlington, MA

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