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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

North Providence, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Crosscountry Mortgage Quincy MA 07/2019 11/2022
Prosper Marketplace Phoenix AZ 01/2017 04/2017
Chipotle Scottsdale AZ 09/2017 12/2017
Loan Depot Walpole MA 05/2016 12/2016
Uber Tempe AZ 12/2017 04/2019
Unemployed North Providence RI 11/2022 03/2023
Fidelity Investments Smithfield RI 03/2023 Present
Unemployed Tempe AZ 05/2017 08/2017
Fidelity Investments Boston MA 03/2025 Present
  • 07/2019 → 11/2022
    Crosscountry Mortgage
    Quincy, MA
  • 01/2017 → 04/2017
    Prosper Marketplace
    Phoenix, AZ
  • 09/2017 → 12/2017
    Chipotle
    Scottsdale, AZ
  • 05/2016 → 12/2016
    Loan Depot
    Walpole, MA
  • 12/2017 → 04/2019
    Uber
    Tempe, AZ
  • 11/2022 → 03/2023
    Unemployed
    North Providence, RI
  • 03/2023 → Present
    Fidelity Investments
    Smithfield, RI
  • 05/2017 → 08/2017
    Unemployed
    Tempe, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
    North Providence, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-02
S63 Uniform Securities Agent State Law Examination 2023-08-28
  • S66 Uniform Combined State Law Examination
    2024-08-02
  • S63 Uniform Securities Agent State Law Examination
    2023-08-28
Other Names
  • Robert Sicilia

View on SEC IAPD

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