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Savona Roberts

Strategic Advisers LLC

Burlington, MA

Boston, 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

Boston, 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 Invesments Burlington MA 06/2023 Present
Bedford Nh Public School District Bedford NH 08/2006 06/2019
Bentley University Waltham MA 08/2019 05/2023
Fidelity Investments Boston MA 03/2025 Present
  • 06/2023 → Present
    Fidelity Invesments
    Burlington, MA
  • 08/2006 → 06/2019
    Bedford Nh Public School District
    Bedford, NH
  • 08/2019 → 05/2023
    Bentley University
    Waltham, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-07-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Burlington, MA
    Burlington, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-27
S63 Uniform Securities Agent State Law Examination 2024-05-22
  • S66 Uniform Combined State Law Examination
    2024-06-27
  • S63 Uniform Securities Agent State Law Examination
    2024-05-22
Other Names
  • Savona Rais Roberts

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
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