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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

900 Salem Street, Smithfield, RI 02917-1243 • 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
Fidelity Investments Smithfield RI 03/2023 Present
Winslow Technology Group Waltham MA 05/2022 03/2023
Shaws Wakefield RI 02/2022 05/2022
The Npd Group Port Washington NY 06/2018 08/2018
University Of Rhode Island Kingston RI 09/2019 12/2022
A And B Family Appliances Wakefield RI 09/2021 04/2022
Waters Edge Catering Centerport NY 04/2021 09/2021
Mcdonald'S Northport NY 08/2016 03/2020
Doordash East Northport NY 04/2020 08/2020
Northport School District Northport NY 03/2013 06/2019
Northport High School Northport NY 09/2015 06/2019
Stop And Shop Narragansett RI 01/2020 04/2020
Fidelity Investments Boston MA 03/2025 Present
  • 03/2023 → Present
    Fidelity Investments
    Smithfield, RI
  • 05/2022 → 03/2023
    Winslow Technology Group
    Waltham, MA
  • 02/2022 → 05/2022
    Shaws
    Wakefield, RI
  • 06/2018 → 08/2018
    The Npd Group
    Port Washington, NY
  • 09/2019 → 12/2022
    University Of Rhode Island
    Kingston, RI
  • 09/2021 → 04/2022
    A And B Family Appliances
    Wakefield, RI
  • 04/2021 → 09/2021
    Waters Edge Catering
    Centerport, NY
  • 08/2016 → 03/2020
    Mcdonald'S
    Northport, NY
  • 04/2020 → 08/2020
    Doordash
    East Northport, NY
  • 03/2013 → 06/2019
    Northport School District
    Northport, NY
  • 09/2015 → 06/2019
    Northport High School
    Northport, NY
  • 01/2020 → 04/2020
    Stop And Shop
    Narragansett, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-24
S63 Uniform Securities Agent State Law Examination 2023-08-11
  • S66 Uniform Combined State Law Examination
    2024-05-24
  • S63 Uniform Securities Agent State Law Examination
    2023-08-11
Other Names
  • Thomas William Lionetti
  • Tom William Lionetti
  • Thomas Lionetti

View on SEC IAPD

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