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Allison Dungey

Strategic Advisers LLC

Warwick, RI

Smithfield, 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

Warwick, 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
Fidelity Investments Smithfield RI 03/2023 Present
Achievement First Rhode Island Cranston RI 07/2020 03/2023
Uncommon Schools Brooklyn NY 07/2015 06/2020
Sachem Hill Farm North Kingstown RI 01/2021 03/2023
Fidelity Investments Boston MA 03/2025 Present
  • 03/2023 → Present
    Fidelity Investments
    Smithfield, RI
  • 07/2020 → 03/2023
    Achievement First Rhode Island
    Cranston, RI
  • 07/2015 → 06/2020
    Uncommon Schools
    Brooklyn, NY
  • 01/2021 → 03/2023
    Sachem Hill Farm
    North Kingstown, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Other Businesses

OBA-97540|OrgNmn:Sachem Hill Farm|Org Addr:North King,Rhode Isla,US|OBA Nature:Horse Farm|Invst Rel:N|Title:Employee|Duties:Provide basic horse care (feed, water, clean stalls, turn out, etc.) to horses housed on the proprety|StrtDt:01-07-21|TotHrs/mon:20|TrdHrs/mon:0|OBA-112637|OrgNmn:Coursemojo|Org Addr:Washington,District o,US|OBA Nature:Coursemojo provides differenti|Invst Rel:N|Title:Independent Contractor|Duties:Support with content curation and curriculum design for select literature modules, inclusive of designing break-it-down questions to support s|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-29
S63 Uniform Securities Agent State Law Examination 2023-07-03
  • S66 Uniform Combined State Law Examination
    2024-05-29
  • S63 Uniform Securities Agent State Law Examination
    2023-07-03
Other Names
  • Allison Mary Dungey
  • Allison Dungey

View on SEC IAPD

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