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Richard Kwasnik

Strategic Advisers LLC

Sterling Heights, MI

Troy, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-13
MI RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-04-13
  • MI RA
    APPROVED
    Since 2025-03-31

Branch Locations

Sterling Heights, MI • United States

Troy, MI • 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 Troy MI 12/2017 10/2021
Edustaff/ Sterling Heights High School Sterling Heights MI 10/2016 11/2017
Portage Public Schools Portage MI 09/2016 10/2016
Us Navy Reserve Selfridge Angb MI 12/2015 12/2017
Amway Corp Ada MI 11/2017 12/2017
Sterling Heights High School Sterling Heights MI 04/2016 11/2017
Horsepower Athletics Llc Sterling Heights MI 02/2020 10/2021
Fidelity Investments Troy MI 10/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2017 → 10/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Troy, MI
  • 10/2016 → 11/2017
    Edustaff/ Sterling Heights High School
    Sterling Heights, MI
  • 09/2016 → 10/2016
    Portage Public Schools
    Portage, MI
  • 12/2015 → 12/2017
    Us Navy Reserve
    Selfridge Angb, MI
  • 11/2017 → 12/2017
    Amway Corp
    Ada, MI
  • 04/2016 → 11/2017
    Sterling Heights High School
    Sterling Heights, MI
  • 02/2020 → 10/2021
    Horsepower Athletics Llc
    Sterling Heights, MI
  • 10/2021 → Present
    Fidelity Investments
    Troy, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Troy, MI
  • 2018-04-18 → 2021-10-12
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Bloomfield Hills, MI
    Troy, MI
    Farmington Hills, MI
    Chicago, IL
    Troy, MI
    Chicago, IL
    Troy, MI
    Troy, MI
    Chicago, IL
    Troy, MI
    Chicago, IL
    Troy, MI
    Bloomfield Hills, MI
Other Businesses

OBA-63437|OrgNmn:Horsepower Athletics LLC|Org Addr:Sterling H,Michigan,US|OBA Nature:Youth Athletic Camps|Invst Rel:N|Title:Owner/Head Coach|Duties:Owner/Head Coach|StrtDt:02-14-20|TotHrs/mon:15|TrdHrs/mon:0|OBA-63438|OrgNmn:Sterling Heights High School|Org Addr:Sterling H,Michigan,US|OBA Nature:Track Coach|Invst Rel:N|Title:Asst Track Coach|Duties:track coach|StrtDt:03-14-16|TotHrs/mon:10|TrdHrs/mon:2|OBA-96586|OrgNmn:self-published author|Org Addr:Sterling H,Michigan,US|OBA Nature:I wrote a book for high school|Invst Rel:N|Title:author|Duties:Author|StrtDt:02-16-23|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-04-17
  • S66 Uniform Combined State Law Examination
    2018-04-17
Other Names
  • Rick Kwasnik
  • Richard Kwasnik
  • Richard James Kwasnik

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